My professional life has been spent being of service and impacting where it matters most. I began in the healthcare industry where I diligently worked to improve access to healthcare services for underserved/vulnerable communities. I then worked as a divorce/family mediator applying my calm, levelheaded and solution-based skills as a certified divorce financial analyst to shepherd couples from tumultuous times to greener pastures. I parlayed my acquired talents as a supportive and understanding advocate of change and found my true calling as a financial advisor with Edward Jones.

I pledge to offer empowerment to plan for a better, brighter and safer tomorrow. I educate and work with my clients to create financial comfort. Always looking ahead, I'm passionate about helping my clients create their dreams through actionable financial strategies.

At Edward Jones, I operate from a place of eternal abundance and gratitude. My goal is to be an ongoing, valuable resource and to create long-lasting relationships. I will help guide you to a comfortable place where you can make informed and smart decisions. I serve by being an empathetic, active listener for those seeking answers, security and a healthy financial life. I believe it’s important to truly understand what’s most important to you in order to understand your goals and to balance risks and rewards associated with investments you’re comfortable accepting.

I believe in a healthy work-life balance. I enjoy family time with my wife, Esther, and my identical twins, Daniel and David, who graduated from Eagle Rock HS as co-valedictorians and are now attending my alma mater (so proud of them, Roar Lions Roar!). The great outdoors, sports, travel and creating memories/experiences are my most treasured pastime. My ability to always be levelheaded and optimistic, especially in the middle of conflict and life changing events has been essential in helping me be a good father, husband, son, brother, uncle and financial advisor.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Divorce Finances
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Socially Conscious Investing

My Personal Interests

  • Active Lifestyle
  • Fishing
  • Snorkeling
  • Spending Time with Family
  • Bowling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 06:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 06:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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