As a financial advisor, I want to understand what is most important to you. Partnering together throughout your life, we can build a personalized strategy to help keep you and your family on track. Working at Edward Jones over the last 28 years, it has been my privilege to serve the families and businesses of Carpinteria and The Ojai Valley. Our office is located in the Ojai Arcade, and you are always welcome to come by and meet our team. Life is an incredible journey and we are here to help you achieve your goals.

My wife, Lisa, and I love to travel and explore the world, hike in the beautiful Ojai mountains, garden and enjoy new and exciting cuisine. We have been blessed with two wonderful sons, of whom we are very proud. Both have been deployed in active military duty and are honored to have served our country. Lisa and I love to volunteer, and being of service is very important to our family. Most recently, I served as president on the Rotary Club of Ojai's board of directors. With a focus on youth service, international aid, water initiatives and education, we hope to be a force for good in the world. Lisa is currently volunteering with the Carpinteria chapter of the California Women For Agriculture, and we have worked side by side for over 21 years.

In 2004, I received my Certified Financial Planner™ certification. The Certified Financial Planner Board of Standards, Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

At Edward Jones, we are passionate about giving every client outstanding service and ensuring that your best interests are at the heart of our relationship.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat Closed
Sun Closed

Branch Team

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