As the clock continues to move forward, the Boomers are becoming the senior generation and find themselves managing intergenerational transfers of wealth within their families. It gives me great satisfaction to work with these families during challenging times. We work with these clients to establish new goals and objectives to meet their specific needs. Many people come to our office and ask us to review existing IRA accounts and employer retirement plans to help them evaluate and understand their current financial situation.
As an Edward Jones financial advisor, I have access to high quality insurance and annuity products on the market today. I am a grandparent of four exceptional young children, and I understand the importance of preparing for higher education expenses through educational savings plans. From our youngest clients just beginning to prepare for their future, to our mature clients planning their estate, and everyone in between, our goal is to address individual needs by providing tailored solutions.
I have had several careers including a health care career that brought me to Taos in 1994. I relocated to Arroyo Seco from Albuquerque with my wife and two children. I hold degrees in economics and in public administration from the University of New Mexico. This education was a perfect complement to my current role as financial advisor with Edward Jones which began in 2014. Prior to 2014, I was an investor with Edward Jones for more than 15 years. I have served on many not-for-profit boards in this community including chairman of the board of directors for the Taos County Chamber of Commerce. I am currently involved in supporting multiple not-for-profits in the community by providing quality financial services to their organizations as well as rolling up my sleeves for a food pantry.
An integral member of our team is my branch office administrator, Elaine Taylor. Elaine transferred from another Edward Jones office and has been with me since 2018.
My Personal Interests
- Community Outreach
- Spending Time with Family
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