Our team strives to exceed our clients' expectations by providing excellent service and advice. We build trusting, long-lasting relationships with our clients and their families. Then, we partner together to establish financial goals within their comfort level and help them stay on track to achieve those goals.

We believe it is important to develop a strategy that focuses on enhancing a client's individual lifestyle and providing for his or her financial future.

It's an amazing feeling getting to know clients personally and working together through the milestones in their lives.

Providing comprehensive wealth strategies involves more than just investment guidance. We welcome the involvement of your certified public accountant (CPA), attorney and other professionals to address the entire scope of your financial concerns.

Prior to joining Edward Jones, I worked as a CPA and financial analyst for Luther Burbank Corporation. I earned a bachelor's degree in business administration from California State University - Monterey Bay, and a master's degree in taxation from California State University - East Bay. In addition, I have received the CFP® designation from the Certified Financial Planner Board of Standards Inc., as well as the Certified Investment Management Analyst (CIMA®) designation administered by Investment Management Consultants Association and taught in conjunction with Yale School of Management.

I live in Napa with my wife, Michaela, who is a speech language pathologist at Queen of the Valley hospital along with our daughter and son. I am an active member of Napa Sunrise Rotary and serve as a board member of Molly's Angels.

I am assisted by Jennifer Sunseri, a former California-licensed private fiduciary who helped people improve the quality of their lives. She lives in Napa with her husband and two children.

When I am not helping families, you can find me riding my bike or being the best husband and father I can be.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Employee Stock Options

My Personal Interests

  • Golfing
  • Cycling
  • Baseball
  • Hiking
  • Spending Time with Family

Office Information

Office Address

575 Lincoln Ave Suite 280 Napa, CA 94558

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

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