I am a Marin County native and a devoted father of three teenagers whom I love dearly but challenge me on every level, every day. They are lots of work but also lots of fun. To decompress, we like to hike, run, workout and explore our West Coast wonders. I graduated from UC Berkeley in 1986 and have spent the last 35 years working in the financial markets. I had always been fascinated by the financial markets and became hooked soon after graduation when I became a runner down on the options floor of the Pacific Stock Exchange and experienced the energy and excitement. I soon became an options trader and member of the Pacific Stock Exchange. For 13 years I traded in the Microsoft pit, where I would come home with a sore throat every day from shouting "Buy'em" or "Sold", my ears ringing from other traders in the trading pit yelling the same inches from my ear and my hands sore from frantically writing up tickets as I traded.

Other positions in the financial markets I held prior to joining Edward Jones were as an equities and options sales trader at an institutional brokerage firm, a financial advisor at Bank of America/ Merrill Lynch and a foreign exchange advisor helping companies manage their foreign exchange risk.

I have experienced many bull and bear markets during my decades in the business and my many roles over the years have given me a unique vantage point and a keen respect and understanding of risk management. I passionately enjoy conveying to my clients the importance of having a high quality, well diversified portfolio invested for the long term. I want to understand what is most important to each and every one of my clients. I use an established process to build personalized strategies to help my clients achieve their goals and I partner with them for the long term to help them stay on track. I work with individuals, families, business owners and executives.

Focus areas

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

Office Information

Office Hours

Office Hours
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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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