As an Edward Jones financial advisor, nothing is more important to me than helping you reach your goals. I do this by taking the time to listen and understand what is most important to you and use my established process to build tailored strategies to help you reach those goals. We will then partner together to help you stay on track.

A Lodi native, I earned a degree in history from the University of Washington with an aim toward teaching. After graduating, I decided to pursue a career as a financial advisor with Edward Jones. One of the things I love most about working with my clients is that I get to take on the role of an educator; helping my clients understand investments and make good choices.

I live in Lodi with my wife, Kyle. In our free time, we love to travel, bike, play games and read. I hold the AAMS® professional designation.

Together with my branch team, I have chosen to serve individuals, families and businesses in developing strategies to save for retirement, maximize income during retirement and safeguard against the unexpected.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • College Savings
  • Divorce Finances

Office Information

Office Address

2020 W Kettleman Lane Ste A Lodi, CA 95242

Branch Team

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