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

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Active Lifestyle
  • Golfing
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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