Prior to becoming a financial advisor with Edward Jones, I was an individual investor like many of you. I was looking for guidance from financial professionals to help my family achieve our most important financial goals. The problem I encountered was that many of the advisors I had interviewed seemed more interested in achieving their goals then helping my family achieve ours. Now, as a financial professional, I know that I am the lucky one to have the opportunity to serve clients, not vice versa. Serving my clients' needs ahead of my own is the cornerstone of my practice.

I joined Edward Jones in 2007 and opened a branch in Carlsbad. I believe it is Edward Jones' partnership structure and a focus to serve the individual, serious, long-term investor that makes us stand out among other firms. I feel privileged that this partnership structure allows me to serve my client first, and not shareholders.

I graduated from Loyola Marymount University with a B.A. from the College of Business Administration. After LMU, I enjoyed a 15-year career in agri-business. I gained tremendous experience and the relationships I developed have carried forward to my Edward Jones career. Within Edward Jones, I have served as a key leader in our region and as a mentor to our new advisors. I have served as a board member and have had the privilege of being a past board chairperson for the Carlsbad Chamber of Commerce. I am a past president of my civic group and have served on several non-profit boards and committees. In 2018, I was named a limited partner with Edward Jones.

Outside of the office, I enjoy spending time with my wife, Kim, and our two daughters. I loved watching my daughters play competitive soccer. My other hobbies include learning, surfing, auto restoration and auto crossing.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • College Savings
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Surfing
  • Car Restoration
  • Auto Racing

Office Information

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