As a financial advisor, my primary goal is to have a positive influence on my clients. I have worked in various roles in the financial industry since 2006, primarily at Wells Fargo, and have held my security industry registration for over a decade. During my career, I have interviewed numerous clients and assessed their areas for financial growth and improvement. Over time, it became apparent that I genuinely enjoy the challenges and rewards of individualized financial advising. With the help of talented mentors that I met along the way, my intention to transition to the role of financial advisor led me to Edward Jones.

My clients range from novice investors seeking an initial strategy to individuals and families who started investing before I was born. My satisfaction as a financial advisor comes from the knowledge that my service is valuable to the community and my clients can enjoy more quality time doing what they love. My intention is to provide exceptional service throughout the client relationship with thoughtful communication, including being accessible as changes in markets and personal circumstances warrant a reassessment of the investment portfolio.

Edward Jones provides access to an abundance of resources that allow me to provide the most current and comprehensive guidance to my clients. We also welcome the opportunity to work with clients’ attorneys, accountants and other trusted professionals. Working closely with these professionals, I can help determine the most appropriate financial strategy for you and your family.

Outside of the office, my wife of 16 years and my two children are the spice of my life. We enjoy time together cooking, biking and exploring the natural beauty of the Bay Area. My children keep me cheerful and are a constant reminder of the significance of creating genuine and positive connections.

My Personal Interests

  • Community Outreach
  • Health & Nutrition
  • Music
  • Sustainability
  • Yoga

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