While growing up in the Silicon Valley in the '70s, my 5th grade teacher, Mr. Brunson, provided my first exposure to investing versus saving. While studying personal finance, Mr. Brunson created an investment competition. Each student was responsible for investing a hypothetical $1000 into individual stocks. I found a small oil company, which was trading in the $2-3 range. As the country moved through the energy crisis, my investment grew 12-fold, easily beating the returns of the rest of my class. Needless to say, this piqued my interest in growing wealth through owning good companies and in my early twenties, I bought my first real shares of stock.

The lessons learned from Mr. Brunson’s contest many years ago gave me the confidence and interest to learn more, which has led me to serve high net worth clients over the past 25 years.

After graduating from a small private university in 1986, I worked at Ford Aerospace for six years. This led to an opportunity which moved me and my new family to Germany for two years. Upon our return to the states, my cousin introduced me to Edward Jones, and I established my practice in Costa Mesa in 1994. In 2003, I was invited to be a general partner with the firm. I have since shared the same opportunity with my son and daughter, who are now successful Edward Jones financial advisors as well.

My team includes an exceptional branch office administrator, Brennan Coyle, who excels in client service. Brennan has worked in the financial services industry for 10 years. Our team uses an established 5-step process to make each client feel understood, informed, in control and ultimately secure with all aspects of their financial life. I enjoy sharing my knowledge with clients and helping them make informed financial decisions.

Outside the office, I enjoy traveling, fly fishing and golfing with my wife, Danelle, and spending time with our three grandchildren, Maverick (7), Sedona (6) and Indiana (1).

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Entrepreneurs & Business Owners

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 Closed
Sun Closed

Branch Team

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