As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. We can also monitor your progress to help make sure you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to providing you top-notch client service.

I began my career with Edward Jones in 2000 in Irvine, CA. Kathrina Juarez and Kim Rochester in my office have a combined 20 years experience in banking and the securities industry.

Born in Rome, Italy, I came to the US when I was 3 years old. After attending Long Beach Poly HS, I went to LBCC to continue playing baseball. I received my BS in business administration - accounting.

During a 15-year career in accounting and finance, I learned many of the skills I use today with my personal and business clients.

I am the proud father of three amazing young men. Nicholas, a UH Manoa graduate worked 3 1/2 years at the Pacific Forum in Honolulu, HI. Matthew, an EMT, just completed Boot Camp at Fort Sill, OK and is now in specialized training as a Medic in the US Army at Fort Sam Houston in San Antonio, TX. And my youngest Christian, who had a amazing four years at Servite High School, both academically and athletically, is now a sophomore pitcher for the University of Oregon Ducks baseball team in Eugene, OR.

We welcome the opportunity to work with you, your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.

My Personal Interests

  • Traveling
  • Volunteering
  • Art & Theater
  • Baseball
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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