I am a CFP® professional with over 30 years of financial services history. Before joining Edward Jones, I spent most of my career wholesaling in the retirement industry throughout the western US, bringing solutions to both businesses and investment professionals. I am a highly organized investment professional with demonstrated abilities to communicate and focus on individual investor needs and objectives.

My passion is helping business owners and individuals deeply understand the road to a successful retirement. Whether it's setting up a new retirement plan or focusing on an existing one, my primary role focuses on leadership, education and implementing best practices.

When not at work, I lead an active life as a father and mentor to teenage triplets. Additionally, I have spent time as a community leader helping support programs like Junior Achievement in Southern CA. Presently, I am active in Kiwanis Sunrise in Vista, CA, helping with community efforts for the city of Vista through volunteering and working with youth focused activities like key club and raising awareness through programs like financial literacy for children and young adults.

Becoming a CFP® professional expands my knowledge base in the following areas:

Financial management
Tax-sensitive investment strategies
Retirement savings
Insurance planning
Education planning
Estate considerations

In addition to the education and examination components of certification, I also am committed to abiding by the CFP® Board's Code of Ethics and Standards of Conduct.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Art & Theater
  • Cooking
  • Personal Fitness
  • Traveling
  • Sports Enthusiast

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