We all know that pilots have a checklist for every aspect of flying. More importantly, we know even the most veteran pilots run through the checklist every single time to ensure safety. As a private pilot myself, I have covered some of those very same checklists hundreds and maybe even thousands of times. The reason is simple: following that list every time is the surest way to prevent any issues in the air.

As a financial advisor, our branch team incorporates the same precision and forward-thinking strategies to help our clients design, implement and maintain their financial strategies. By utilizing our private P.I.L.O.T. process to offer personalized investment strategies to help reach your financial goals, we are able to maintain a consistent process. We know that each client is creating their own flight plan and it is our job to help make sure the flight goes as planned. By investing our time in understanding what is important to you and your family, we utilize our tools and resources to create your strategy as we prepare to partner with you through your lifetime. Collaborating with your CPA and attorney as a team, we put our experience of helping hundreds of families achieve their financial goals to work for you, helping to ensure you stay on track as you head toward your destination.

I joined Edward Jones as a financial advisor in 2004. I became a limited partner with Edward Jones in 2010 and a principal in 2018. I have served the firm as a visiting veteran, mentor, field trainer, new financial advisor support specialist and recruiting leader. In 2015, I became a regional leader responsible for leading nearly 65 branch teams in the North San Diego County area.

I earned a bachelor's degree from the University of Texas in Austin. In addition, I received the AAMS® professional designation in 2009.

My wife Nicole and I have three children: Samantha, Nolan and Rylee. We enjoy being outdoors, flying and golf.

We look forward to an opportunity to meet you!

Focus areas

  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Business Retirement Plans
  • Charitable Giving
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Aviation

Office Information

Office Address

277 Rancheros Dr Suite 170 San Marcos, CA 92069

Office Hours

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

Branch Team

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