I am a financial advisor primarily for a select group of successful business owners and professionals who, among other things, aspire to a work-optional lifestyle. I have developed and refined a process to put all the pieces of that puzzle together by understanding what's important to you, building personalized strategies to help you reach your goals and partnering with you throughout your life to help keep you on track.

I earned a bachelor’s degree from the University of Nevada. In 2017, I received my AAMS® (Accredited Asset Management Specialist™) – A professional designation granted by the Denver based College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. The accompanying test covers the asset management process, including: investor policies, risk and return, investment performance, asset allocation and selection, investment strategies, taxation of investment products, individual retirement investments, executive compensation and benefit plans, insurance products, estate planning and regulatory and ethical issues.

In addition, I hold my Series 7 (General Securities Representative), Series 66 (Uniform Combined State Law) and SIE (Securities Industry Essentials) registrations administered by FINRA. In January of 2019, I was invited to become a limited partner with Edward Jones which I graciously accepted.

I was born in Monterey, CA then moved to Reno where I met my wife, Erika. I have lived in Reno for more than 20 years. We were married on February 6, 2016 in beautiful Costa Rica. We have a son, Mateo, and a daughter, Amaya. I enjoy golfing, Lake Tahoe, sporting events and spending time with friends and family.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Wine Collecting/Enthusiast
  • Sports Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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