As an Edward Jones financial advisor, I work with you, your tax advisor, attorney and other local professionals to clearly understand your goals and then tailor appropriate financial strategies to help you achieve them.
In 2000 I began my career as a financial advisor and joined Edward Jones in 2003.
I earned a certificate in professional financial planning in 2005 from the University of California, Santa Barbara. I have held the CFP® professional designation since 2006.
My wife, Sandy, and I enjoy spending time with our three adult children, Amanda, Levi and Noah, and grandson Dylan. We also enjoy travel, music concerts and wine tasting.
My branch office administrator, Frances Jones, and I look forward to providing high level, personalized service to you and your family for years to come and we thank you for this opportunity.
- Wealth Strategies
- Retirement Income Strategies
- Portfolio Reviews
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- News & Media
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