My Edward Jones career began in 1997 as a financial advisor in Roseville, CA. Today, Edward Jones serves the Roseville/Granite Bay communities from 12 convenient locations. I became a limited partner with Edward Jones in 2003.

A graduate of Azusa Pacific University, I hold a BA degree in business administration and an MBA from Pepperdine University. In addition, I received the AAMS® professional designation from the College for Financial Planning in 2008.

I am a member of the Edward Jones Grassroots Task Force and California co-chair. The task force is dedicated to making the voice of the individual investor heard on Capitol Hill. Established in 1985, the Grassroots Task Force is the securities industries' only volunteer advocacy organization.

The task force is comprised of financial advisors and branch office administrators from all 50 states. Its representatives serve as a constituent resource for elected officials and staff to ensure they are well-informed on legislative issues impacting individual investors.

I also serve as the Investment Committee Chair of the North American Baptist Conference. The Committee has oversight of Board Designated Funds and the retirement plans for the U.S. and Canada.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Office Information

Office Address

9205 Sierra College Boulevard Ste 190 Granite Bay, CA 95746

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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