My parents always taught me to leave a place better than how I found it. This is a mantra that my wife, Elke, and I try to instill in our two daughters (Amelia, 11, and Ellie, 9) every day, and is the main reason I enjoy coming to work at Edward Jones. I have been lucky enough to work at Edward Jones for over 14 years now and get to constantly give back to my clients and community.

I am an active board member and original president of the Mesa Harmony Garden, a non-profit that took an unused piece of land and turned it into a thriving food forest in which all fruits and vegetables grown are given to the foodbank. I enjoy being a supportive member of the Kiwanis Club of Santa Barbara, in which we attempt to improve our community one child at a time. I am also the current president of The Mesa Business Association, where we strive to make our local economy better through businesses working together and helping our community.

In addition to all I do for the community, I enjoy helping out newer financial advisors with Edward Jones, so they can help their clients and communities.

I really enjoy building a personal relationship with each and every one of my clients and their families. By finding out what is truly most important to them, we work together to come up with a plan to achieve their financial goals. Over the years, many of my clients have become my closest friends. I feel great when I get to see those goals achieved. Whether your goal is retirement, college planning, protecting your family or transferring wealth to the next generation, I believe I can help. Marcia, my branch office administrator, and I are here to help you achieve those goals. If you are ever on the Mesa, in Santa Barbara, stop in and say hello.

Focus areas

  • College Savings
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Farming
  • Real Estate
  • Social Responsibility
  • Spending Time with Family
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

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

Learn More