I am a financial advisor at Edward Jones because I enjoy helping families.

As a life-long Alaskan, I love serving our community and families. I am involved in many local organizations. I serve on the board of directors for Alaska Children’s Trust, serve with my local Fairbanks Golden Heart Rotary Club and volunteer in many fundraising efforts in our community. I also enjoy coaching my children’s soccer teams.

I grew up in Fairbanks and went to school at the Catholic Schools of Fairbanks. I have been married to my wife and life partner, Nashelly, since 2003. We have three awesome children. We enjoy family time, camping, spending time at the lake riding WaveRunners in the summer and snowmachining in the winter. I love music and salsa dancing.

I like to serve families that are committed to their long-term goals. My passion is to help and educate my clients. I want to understand what is important to them and how I can best serve them. Understanding their needs is important so I can help create strategies and options for income in retirement. I also like to help my clients with wealth transfer needs, saving for education, preparing for the unexpected and helping provide tax-sensitive investment strategies. Using our established process, I am able to create a meaningful conversation for my clients to help provide them with appropriate recommendations that support their goals. I listen for opportunities where I can be of service. As we partner through life, I work to help keep them on track.

I invite you to schedule a complimentary review of your current financial situation. Please call the office to schedule an appointment. I look forward to visiting with you.

Jose

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Portfolio Reviews
  • Wealth Strategies

My Personal Interests

  • Community Outreach
  • Active Lifestyle
  • Coaching Sports
  • Hockey
  • Music

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:30PM
Sat Closed
Sun Closed
Email Me

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