As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2009, I joined Edward Jones as a financial advisor. Prior to Edward Jones, I began my career as a financial advisor in 2005 with AG Edwards and Sons, which later became Wachovia Securities.

I earned a bachelor of arts degree from the University of California at Santa Barbara, after graduating from Argonaut High School in Jackson, CA. I have also earned the Accredited Asset Management Specialist (AAMS®) designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Tracy, and I live in El Dorado Hills with our four sons: Tristan, Brody, Gage and Knox. I am active in the community, coaching football over the last 11 years, currently at Oakridge High School in El Dorado Hills.

My senior branch office administrators, Nancy Rhea and Kimberly Phillips, each have over 20 years of experience and are dedicated to providing you with the highest level of service possible.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Our focus is helping our partners build and preserve their wealth, protect their family and create their legacy through a collaborative, holistic partnership.

Focus areas

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

My Personal Interests

  • Basketball
  • Coaching Sports
  • Football
  • Golfing
  • Personal Fitness

Office Information

Branch Team

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