After thirty years of serving the Four Corner's area with different business ventures and volunteer opportunities, I feel I have the perfect balance of both worlds. Edward Jones allows me to help people imagine and progress toward their dreams and goals. My involvement with San Juan Animal League, Elks and Rio del Sol Kiwanis gives me the opportunity to serve my community in ways that are meaningful to me.

Trina Soveranez (my branch office administrator) and I have a vision: to partner with clients planning for their financial goals and dreams through personalized strategies. We do this by getting to know you and what is most important to you. This allows us to use our established process to partner with you on your journey to help realizing your goals.

When I am not working with my clients, I enjoy many outdoor recreations. I like to kayak, hike and camp. My rescue Shepherd dogs are my world; that is why I am on the Board of the SJAL. I love remodeling, a carry over from when I had a cabinet shop. The Elks do many good works in the community and the Kiwanis provide the chance to help children in need.

I truly believe each of us, doing good works in our communities, can transform the world around us!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

My Personal Interests

  • Animal Rescue
  • Camping
  • Hiking
  • Home Improvement
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • 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