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
WeekdayAvailability
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

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