Since 2009, I have been a financial advisor with Edward Jones. Prior to joining Edward Jones, I was employed in the sales and marketing of new home developments throughout the Bay Area and Northern California. My passion for helping people with their personal finances goes back to my Grandfather. He was a broker, starting in the industry in 1902. He always taught me about buying quality stocks, bonds and mutual funds. I still own stock in some of the original companies he purchased back in the 1920s. I learned from my Grandfather to listen for information on individuals' goals and needs and use that information in planning your financial future. Today, I continue to use those early lessons from generations passed to plan for the future.

A native to the Bay Area, I moved to Livermore in 2004 from Pleasanton. Being a part of the Livermore community and building my business here has been a very rewarding experience for me and my family. I enjoy living, working and playing in the Tri-Valley community.

I am active in the Tri-Valley business and civic communities through membership in the Livermore Downtown Association and The Livermore Chamber of Commerce. I was past president of the Dunsmuir Homeowner's Association and participate in other local organizations.

I believe it's important to invest my time in understanding your goals and needs. My focus is helping you reach your long-term financial goals. Whether it's the investments we offer, the strategies we develop, the services we provide or the tools we use, all were developed with you in mind.

Working closely with you, your CPA, attorney or other professionals, I can help you determine the most appropriate financial strategy for you and your family. I will help you define all your financial goals, from planning for retirement and paying for education expenses to estate considerations and preparing for the unexpected.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Culinary Arts
  • Wine Collecting/Enthusiast
  • Traveling
  • Genealogy

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 By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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