San Diego born and raised; I've tried leaving this city for adventure (ask me how I ended up in Shanghai) only to return to this particular harbor (Can you beat this weather though?).

I believe that:

- YOU matter.
- LOVE triumphs.
- INTEGRITY is key.

Both my parents ran their own businesses quite successfully and taught me the grit and grace necessary to thrive in entrepreneurship, marriage, childrearing - all while choosing joy. What I learned from them is immeasurable – and I cherish the opportunities I have to pass them on.

I'm not just a husband and father with an action cam and cell phone capturing the moments of life with family, our travels and moments together – but also a servant and mentor seeing to the needs of those I love and creating the space necessary for them to flourish.

I love pushing my personal limits and stretching what people think I can do – not only in mountain biking where the only limitation is that of mind (overcoming my fears and presumptions) and body (overcoming my "athletic dadbod"), but in my care and concern for my clients and their financial integrity to their life goals.

I believe in mentorship and accountability and I owe a ton of gratitude and respect to my wife (10 years strong!) and the coaches, mentors and accountability partners in my life that have helped me along the way. I could not be where I am or who I am today without them.

As a financial advisor, I get to return the favor. I truly want to understand what's important to you and build personalized strategies based on an established process that has worked for Edward Jones for several years to partner with you throughout your life to help keep you on track towards what matters to you.

To that end, my service goes much broader to ensure that the solutions-based guidance I give encompasses your holistic needs. It's not just investment opportunities – but a function of lifestyle.

I look forward to working with you soon. Let's talk.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Mountain Biking
  • Photography
  • Camping
  • Auto Racing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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