At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We will partner together to help you build sound financial strategies, protect your assets and create a legacy of giving.

We focus on:
- Business owners unique financial needs
- Business retirement plans
- Exit planning
- Non-profits
- Faith based organizations and families of faith
- Estate strategies
- Insurance strategies for asset protection
- Charitable giving

My wife, Mary, and I both grew up in Orange County. I grew up in a military family and moved frequently but Orange County, CA has always been home. We have two young children (under 4) and our faith drives us to serve others and create a legacy of giving.
We enjoy:
- golf
- walks as a family
- time at the beach and with family
- music and reading
- serving through our church, several non-profits and the Alzheimer's Walk

As an Edward Jones financial advisor, I serve business owners and families by understanding what's most important to you and partnering together to create a strategy that serves you, your family and your community. We provide advice and guidance, behavioral coaching and leadership, and excellent service while helping you to organize, build, protect and transfer your wealth. We work as a team with your CPA, estate attorney and other professionals to determine the most appropriate financial strategies for your goals.

Our team, which includes our branch office administrator, Geoffrey Byrd, follows an established process to help clients feel understood, informed and secure with the Four Pillars of Retirement: Health, Family, Purpose and Finances. We serve clients faithfully in the Orange County community and across the nation.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Photography
  • Baseball

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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