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 over the years had high asset-based minimums. As a young family we did not meet their requirements. One advisor offered to do me a favor and work us into their program. In essence they would be doing us a favor. From my perspective as the client, I thought I was doing them a favor. Now as a financial professional who is being interviewed by families to help them achieve their most important financial goals, I know that I am the lucky one to have the opportunity to serve clients, not visa 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 with senior branch office administrator, Alison Cevallos. 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. 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 serve as a key leader in our region. I currently serve as the 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.
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Car Restoration
- Auto Racing
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