As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

I earned a bachelor's in business administration from the University of Nevada, Reno. In addition, I received the AAMS™ professional designation in 2001. 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 was born and raised in Reno and my spouse, Lisa, and I have three daughters. Active in the community, I am on the Professional Advisors Council for the Community Foundation of Western Nevada and the Professional Advisors Council for the University of Nevada Planned Giving Council. I am on the board of directors of Hot August Nights and a member of the Prospectors Club.

Focus areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

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