Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs, or something else? I can help you prioritize your needs and define your goals.
I grew up in Lodi, CA, and grew up with Edward Jones as well. In 2010, I became the fourth in my family to be an Edward Jones financial advisor. My brother, Matthew, is the fifth and my wife, Erin, is the sixth. My father, Phil, retired from Edward Jones in 2016 after 26 years of service with the firm.
In 2014, I acquired my Accredited Asset Management Specialist™ designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I am an alumnus of California State University, Chico. In Lodi, I am very active within the community. I am a member of the Lodi Chamber of Commerce, I currently serve on the boards of the Lodi Memorial Hospital Foundation and the Lodi Fire Foundation, and I am a member and past-president of Lodi-Tokay Rotary. In previous years, I've had the pleasure of serving on the board of the Lodi Boys and Girls Club, the Lincoln Tech Advisory Council and Partners-In-Education (PIE).
My branch office administrator, Tara Rauser, and I believe it’s important for us to understand what's most important to you before you invest your money. By working in concert with you and your CPA, attorney and other professionals, our goal is to help you reach you and your family's goals throughout every stage of your life.
Please call our office to set a meeting so we can begin working toward helping you achieve your financial goals.
- Business Retirement Plans
- Retirement Savings Strategies
- Portfolio Reviews
- College Savings
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- Sports Enthusiast
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