Since joining Edward Jones in April 2015, my goal as a financial advisor has been to find out what is most important to you and your family. One of the first things you should know about me is that I am dependable and have a high degree of integrity and respect for my clients.

I am originally from Morgan Hill, CA, and graduated from California State University Sacramento in Sacramento, CA, with a bachelor's degree in business administration. Before coming to Edward Jones, I worked for our family business that spanned over 50 years and three generations. My wife, Shelly, and I live in Omaha with our three children: Bennett, Evan and Paige.

Envisioning retirement is your job. Helping you get there is ours. At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific financial goals and develop strategies to help you work toward achieving them.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it is convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Please do not hesitate to call on us with any questions or concerns you may have.

You can also connect with me on LinkedIn or follow me on Facebook.

Focus areas

  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Golfing
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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