As an Edward Jones financial advisor, I believe it's important to invest my time to understand what's important to you and what you're working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can build personalized strategies to help you achieve your goals.

We welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I have an outstanding Senior Branch Office Administrator, Pamela Neff, who is committed to working together with me to provide our clients with the upmost support and care.

As a native of Tustin, I spend my time mountain biking with my wife of 24 years. We have two adult children who are seniors in college. I enjoy playing my guitar and writing music with my daughter. My son and I are avid hotrod enthusiasts. I have been an active member in our community for over 20 years.

Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we will partner together throughout your life to help keep you on track.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Estate & Legacy Strategies

My Personal Interests

  • Traveling
  • Mountain Biking
  • Music
  • Record Collecting
  • Car Restoration

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 - 04:30PM
Sat Closed
Sun Closed

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