In 2009, I joined Edward Jones as a financial advisor to be a local resource for those in my community. In our office, we believe it is important to invest our time in understanding what is important to our clients. I use an established process to assess our clients' tolerance for risk and volatility and to help them build personalized strategies to achieve their goals.
I am a graduate of the University of Montana with degrees in finance. I currently hold a CFP® designation.
I was born and raised in Hollister until I graduated from San Benito High School, where I went on to play Division 1 basketball at the University of Montana. My wife, Hilary, and I have two children, Reece and Finley. Reece, who is 5 years old, attends kindergarten at Ladd Lane and loves basketball, baseball, soccer and swimming. Our daughter, Finley, is 2 years old and loves dancing, ballet and, of course, following her brother in whatever he does.
Now more than ever, I want to meet clients on their terms. Our established process allows us to help clients in the office if they prefer to meet in person. We also meet clients by web conference if they live out of town or just have busy schedules. I look forward to helping you achieve your financial goals.
Thank you for taking the time to learn a bit about us. We hope to meet you soon.
Focus areas
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Wealth Strategies
Focus Areas
- Estate & Legacy Strategies
- Insurance & Annuities
- Retirement Income Strategies
- Retirement Savings Strategies
- Portfolio Reviews
- Wealth Strategies
My Personal Interests
- Spending Time with Family
- Personal Fitness
- Active Lifestyle
- Golfing
- Movies & Entertainment
Personal Interests
- Spending Time with Family
- Personal Fitness
- Active Lifestyle
- Golfing
- Movies & Entertainment
Office Information
Phone Number
Kyle A Sharp at (831) 634-0694Branch Team
- Mimi Adame
- Sr. Branch Office Administrator
- Judy Vargas
- Branch Office Administrator
Branch Team
Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:30PM |
Monday | 08:00AM - 04:30PM |
Tue | 08:00AM - 04:30PM |
Tuesday | 08:00AM - 04:30PM |
Wed | 08:00AM - 04:30PM |
Wednesday | 08:00AM - 04:30PM |
Thu | 08:00AM - 04:30PM |
Thursday | 08:00AM - 04:30PM |
Fri | 08:00AM - 03:00PM |
Friday | 08:00AM - 03:00PM |
Sat | Closed |
Saturday | Closed |
Sun | Closed |
Sunday | Closed |
Branch Team
- Mimi Adame
- Sr. Branch Office Administrator
- Judy Vargas
- Branch Office Administrator
Branch Team
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