Empowering my clients to reach their financial goals is my passion. In 2003, I began my career as a financial advisor and my focus is to help people become confident in their financial decisions. Our team strives to ensure our clients feel heard and understood, and we treat every person with respect as we learn about their unique story.

I create tailored solutions to help solve the needs of clients, specifically:

- Individual investors who are serious about developing a strategic retirement income distribution strategy and are preparing for retirement within the next five years.
- High net worth clients who are looking for tax sensitive solutions.
- Small business owners who want to maximize their investment opportunities through their company and provide excellent investment education for their employees.

To help me meet my clients needs I attained the CFP® professional designation.

Finding ways to volunteer and support my community is important to me. I served as an ambassador for the Placentia Chamber of Commerce, speaker for the Parent University for the PYLUSD, marketing chair for the OC Financial Society, member of the Financial Planning Association, Brea Chamber of Commerce and the Manufacturers Networking Group and lector at St. Martin De Porres Catholic Church.

My senior branch office administrator, Ernestine Lespron, has been with Edward Jones since 2011 and is dedicated to providing you with the highest level of service. Her favorite pastimes include gardening and spending time with family.

My greatest joy is being a father. Madison is 14 years old and a freshman at Rosary Academy. She has a passion for art and plays on the varsity golf team. In my free time, I enjoy trail running, traveling and golfing.

For over 17 years, I've delighted in helping others set goals and gain a sense of control over their future. I enjoy teaching others about ways to save and invest, and how proactive planning can change the trajectory of their family's legacy.

My Personal Interests

  • Running
  • Golfing
  • Personal Fitness
  • History and Museums
  • Basketball

Office Information

Office Address

135 S State College Boulevard Suite 360 Brea, CA 92821

Office Hours

Office Hours
Weekday Availability
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More