Originally from Mountain View, CA, I have lived in Lincoln since 2008. My wife, Jennifer, and I have three beautiful daughters, Madison, Brooklyn and Cameron. Our girls remain active through their schools studying and playing volleyball. In my spare time, I enjoy camping with my family, hiking in the foothills and exercising.

I joined Edward Jones as a financial advisor in 2008, opening the second office here in Lincoln. As a limited partner, I have served in various roles in the firm and currently serve as the performance team leader for our region. In 2021, I was nominated by my colleagues for the Spirit of Caring Award.

I earned a degree in Business Administration from the University of Arizona in Tucson. In addition, I have received the CFP® certification and the ChFC®, AAMS™ and CRPC™ designations.

It is important to me to remain active in the community I serve. I am a member of the Lincoln Kiwanis and currently chair for their annual fishing derby. I also participate as a member of the Placer SPCA Planned Giving Committee as well as the South Placer Estate Planning Council. In addition, I am actively involved helping with the Parkinson's Foundation of Northern California. I am grateful to work along so many fantastic members of our community.

My Branch Office Administrator, Jennifer Jessup, has partnered with me for the past ten years and brings over 30 years of industry experience with her. She is dedicated to providing our clients with the highest level of service possible. Please don't hesitate to call on her with any questions concerning your accounts.

As an Edward Jones financial advisor, I want to understand what's important to you. I use an established process to build personalized strategies to help you reach your goals. And we will partner together throughout your life to keep you on track.

We look forward to working together!

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Charitable Giving
  • Portfolio Reviews

My Personal Interests

  • Volleyball
  • Traveling
  • Snowboarding
  • Running
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More