As an Edward Jones financial advisor, my primary focus is to never lose sight of what is most important to you, your family and/or your business. I have a process that helps put all the pieces of the financial puzzle together as your life unfolds and your needs evolve. I stay true to a philosophy centered on helping you achieve financial independence and moving in the direction of your vision for the future, relying less on hope and more on a strategic plan.

At Edward Jones, it is my honor to serve in leadership and mentoring capacities for our newer and seasoned financial advisors. Additionally, I hold the AAMS™, CRPC™ and CRPS™ designations and in 2010, I became a limited partner with Edward Jones, a recognition which I hold in deep regard.

My commitment to community is strong. I truly believe it is important to show up, follow through and stick with it. I am a dedicated member of the Lions Club and support causes through the Boys & Girls Clubs, Salvation Army and St. Madeleine Sophie's Center.

My wife, Jolinda, has an equally strong commitment to community and serves on committees for St. Madeleine Sophie's Center, our local Girl Scouts troop and is the past president of PTA. We have three daughters: Jennie, Katelynn and Madison. Jennie graduated from university and is well on her way in her career. Our family enjoys traveling, music and giving back to our community.

Our branch team members are Josepha and Sierra. Josepha joined Edward Jones in 2015 with over 30 years of experience in the financial services industry. She is a USAF veteran and became an Edward Jones Limited Partner in 2019. Sierra joined Edward Jones in 2022 with eight years of experience in property management and the health care industry. She is from Cleveland, Ohio and moved to California in 2021. Together, our branch strives to create exceptional client experiences through established processes and consistent client communication.

In closing, we partner together to help you achieve your goals and never lose sight of what matters most to you.

Focus areas

  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Real Estate
  • Traveling
  • Fishing
  • Tennis

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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