My passion for personal finance can be traced back to my pre-professional days. As a high school student, I was fascinated with learning as much as possible about the topic. I was able to combine my desire to help and serve others with my passion for personal finance during my time in the U.S. Navy when I volunteered to be a financial coach to the troops.

As I was finishing my time in the military, Edward Jones stood out to me as the place where I wanted to continue this passion for partnering with families and businesses to help them plan and achieve their financial goals. I have now been in practice since 2008; my office is located in the City of Oxnard with clients across multiple states. It's truly a dream come true and I look forward to Monday mornings.

As a financial advisor with the CFP® designation and a master's degree in financial planning from Cal. Lutheran University, I am equipped to help resolve complex financial situations. Our clients enjoy personal and professional service from our team that includes Bea Piña, senior branch administrator, access to a team of professionals that we work with closely throughout the community and our home office associates. Together we deliver in-depth, comprehensive and dedicated support to our clients.

I live and fell in love with the City of Oxnard since moving here in 2005. I'm married to my high school sweetheart, Denise, and together we have a daughter. When I'm not working, I enjoy staying healthy by weightlifting, gardening and traveling with my family.

We pride ourselves on delivering personal solutions to your financial needs. I enjoy working with families, retirees and small businesses, and offer comprehensive financial solutions with transparency. I see myself as the quarterback of your financial team, coordinating with your tax and legal advisors. We look forward to seeing you at your convenience at our office or in the comfort of your home. Call us today for a review.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Retirement Income Strategies

My Personal Interests

  • Personal Fitness
  • Traveling
  • Cooking
  • Gardening
  • Real Estate

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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