It's my pleasure to work and partner with a select group of successful business owners, professionals and families in the Salinas Valley who strive toward a comfortable lifestyle in retirement.

Our client team believes it's important to invest our time in understanding what's important to you, using our established process to develop personalized strategies and then partnering with you to help keep you on track to reach your goals.

I have been in the financial services industry for 30 years, the last 20 with Edward Jones. I live in Salinas with my wife, Luisa. We've raised our three children, Geoff, Nick and Sarah, in Salinas. I have been a member of the Salinas Valley Chamber of Commerce for eight years. I am active in the Rotary Club of Salinas Downtown and I am on the board of Sun Street Center. I love spending time with family and friends. I enjoy golf, basketball, food and travel.

My branch office administrator, Susi Diallo, has been partnering with me at the branch for 20 years and is dedicated to providing you with the highest level of service possible. Susi also lives in Salinas and enjoys hiking and photography.

As a client team, 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.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Traveling
  • Basketball
  • Golfing

Office Information

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 - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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