Our primary purpose is to understand your financial priorities and then create customized, specific strategies for reaching those goals. We accomplish this by spending time learning about what is important to you, leveraging the tools and resources provided by Edward Jones, and collaborating with your CPA, attorney and other professionals, in executing your plan. Along the way, we regularly discuss your progress together through an established process of account reviews.
In 1999, I began my career with Edward Jones as a financial advisor, immediately following my graduation from Brigham Young University with a degree in business administration and an emphasis in finance. In 2009, I received my CFP® certification from the Certified Financial Planner Board of Standards Inc. Most importantly in 2000, my senior branch office administrator, Nellie Mesa, joined our office. Together, we have established the longest-serving branch team in Bakersfield. Both Nellie and I are limited partners of Edward Jones.
My wife, Amy, and I married in 1997 and have made Bakersfield our home since 1999. Together, we have five children and are active members of the community, volunteering time to serve in our church and supporting various local organizations such as the Bakersfield Symphony Orchestra and the Alzheimer's Disease Association of Kern County. I joined Rotary International in 2009 and the Bakersfield Breakfast Rotary Club in 2016. I also serve as chairman of the Bakersfield College Foundation Board, having been a member since 2011.
We look forward to hearing from you and beginning the process of helping you reach your most important goals.
- Entrepreneurs & Business Owners
- Wealth Strategies
- Retirement Income Strategies
- College Savings
- Charitable Giving
- Estate & Legacy Strategies
My Personal Interests
- Spending Time with Family
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