My passion is helping people. I grew up in sunny San Diego, CA, and was fortunate to have parents who taught me the importance of helping others. Throughout their lives, I watched them elevate the lives of others through their work, volunteer opportunities and through everyday interactions. As I reflect on my own life experiences, I have realized that what drives me and makes me happiest (aside from my beautiful family) is serving others. I thank my parents for this gift.

I began my career with Edward Jones in 2005 at our headquarters and became a limited partner in 2011. Early on in my career, I quickly realized that helping others IS our business. Today, as an Edward Jones financial advisor, I partner with my clients to create strategies that help them achieve their most important life goals.

Since goals are very personal, I begin by working to understand the things that matter most to you, whether that be sending a child to college, retiring with comfort or leaving a legacy. Your unique goals are my focus as I use an established process to help determine the most appropriate financial strategy for you and your family. Together, we will monitor and revisit your goals to help you stay on track.

My Branch Office Administrator, Jennifer Warren, is dedicated to providing you with the highest level of service. My clients count on her to help with a wide variety of needs, including questions about their statements, dividends, stock certificates or their accounts in general.

Additionally, thousands of people and advanced technology support our office so we can help ensure you receive the most current and comprehensive guidance. I also welcome the opportunity to work with your accountant, attorney and other trusted professionals to deliver a customized strategy that leverages everyone's expertise.

Please contact my office to request a complimentary portfolio review, and we can discuss working together to help you achieve your most important goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Soccer
  • Cooking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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