I've been in sales for forty years. Before working in the financial industry, I was an account sales manager for Mothers Cookies. At that time, Mothers Cookies was one of the best company in the industry. It was a family owned company with a quality product, and they treated their employees with the same quality. When I began to see the company declining, I decided it was time for a career change. I became a financial advisor with another firm, for nine years. After experiencing the 2008 bank failures, I felt that it was time for me to find a new home. I did my research and found Edward Jones. I found that they were privately owned by employees and much of the culture was like Mothers - quality product, personalized service and treats their employees with the same integrity.

My team has a passion for helping clients reach their financial goals. I use the Edward Jones mix of quality products to build customized investment strategies based on what's important to my clients with their risk tolerance time horizon in mind.

My wife, Vickie, and I have lived in Tracy for 32 years and have raised our four daughters and eleven grandchildren in this small-town atmosphere of Tracy. I am a member of the Tracy Elks Lodge and Tracy Chamber of Commerce, a Eucharistic minister for our local parish and board member of the Tracy Breakfast Lions.

My team and I have pride in delivering the personalized service that Edward Jones is known for. I welcome you to drop by and experience the personalized service we provide.

Office Information

Office Hours

Office Hours
Mon 07:00AM - 04:30PM
Tue 07:00AM - 04:30PM
Wed 07:00AM - 04:30PM
Thu 07:00AM - 04:30PM
Fri 06:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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