My primary goal is to prepare people and help them develop and execute investment strategies to achieve their financial dreams. A fascination with economics and financial markets helped spawn my career out of college and still drives me today as an Edward Jones limited partner who has been helping clients as a financial advisor since 2010. Helping people and businesses invest over the decades has taught me that every client has a unique direction that should be addressed with personalized care. I will invest for you like I do with my closest friends and family.

Born and raised in Irvine, CA, I was raised by educators who instilled in me an unwavering appreciation for lifetime learning. My wife, Kara, has a master's degree and has been teaching elementary and middle school in Reno and Sparks, NV for over 15 years. Our three children have earned or are currently pursuing college bachelor and postgraduate degrees.

We have loved living in the Glenshire neighborhood of Truckee, CA since 2001. In years past, I enjoyed serving the community helping kids as president of the Truckee High School Boosters Club and local soccer club. My family and I are grateful for the many outdoor activities that the Tahoe - Truckee area offers: running (you can find me on the trail snow or shine), hiking, biking, alpine and Nordic skiing, as well as admiring the spectacular scenery of lakes, streams, stars and mountains in the Sierra Nevada.

I am a hard-working student of the game, as I have held the CFP® designation since 2010 and am constantly trying to increase my investment acumen to improve my clients' experiences. At Edward Jones, our mission is to partner with you and your family to manage and protect your assets while navigating the changing global investment markets, governmental regulations and complex investment planning decisions that you will face. My door is always open on Donner Pass Road in West Truckee. Let me make a difference for you.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Running
  • Hiking
  • Skiing
  • Outdoor Enthusiast

Office Information

Office Address

12020 Donner Pass Rd Suite 102 Truckee, CA 96161

Mailing Address

Po Box 2891 Truckee, CA 96160

Office Hours

Office Hours
Weekday Availability
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 Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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