Welcome and thank you for visiting my website. I appreciate that you are taking time to learn something about me, my staff and my family. We would like to learn about you as well.

I began my practice almost 20 years ago with the purpose of assisting clients achieve their financial goals. My process begins by taking time to listen to what my clients want before proposing a financial strategy. I encourage input from my clients' attorneys, CPAs and other professionals. I augment all discussions with the considerable resources available through Edward Jones and its professional partner associations. The service delivered from within my branch office is confidential and tailored to my clients' goals.

While earning my finance degree at Loyola Marymount University, I also completed the USAF Reserve Officer Training Program. Later, I joined Rockwell International to work on the Space Shuttle Orbiter and B-1B programs. After these valuable experiences, I worked at Motorola on the largest US public safety radio system, serving police, fire and public works.

My interest in investing began during the oil crisis of 1973. I continued to invest each year thereafter thru today.

Carmen joined my office over five years ago. She is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

I live in Huntington Harbour with my wife, Kathleen. Two of our three children are through college. Our youngest is almost done. When all five of us get together, we enjoy skiing, hiking and fussing over our CKC spaniel.

I would love to hear from you.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

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