Welcome! I am an avid traveler, craft beer and wine enthusiast, sports fan, mediocre golfer and most importantly, a proud husband and father, with an amazing wife and two remarkable daughters.

Prior to joining Edward Jones, I was a business owner. Like many other business owners, I managed my business and family finances on my own. Hoping the business would fully fund our retirement, we started building our nest egg. After writing six-figure checks to pay taxes, several years ago, I realized that we needed professional help to reach our retirement goals. We found a financial advisor who, together with our CPA, was able to help us reduce our tax liability, maximize our retirement contributions, and get us back on track towards our goals.

Inspired by how the financial advisor helped us get closer to achieving our retirement dreams, I began to explore a career change. Soon after the pandemic hit, I was fortunate to join Edward Jones. Now, as a financial advisor, it is my mission to help business owners, professionals, families and individual investors avoid some of the difficult financial lessons that I had to learn, and to help them reach their financial goals and dreams.

As your financial advisor, it is my highest priority to invest the time necessary to fully understand what is most important to you and what you are trying to achieve before you invest your money. Whether planning for retirement, saving for education or protecting the financial future of your loved ones, we will partner with you, your CPA, attorney and other professionals to develop personalized strategies to help you reach your unique financial goals. We will continuously monitor your progress to help ensure you stay on track throughout your lifetime.

If you are looking for a financial advisor who has the business and life experience to fully understand your situation, and who is committed to helping you live your life to the fullest, please reach out to me at: [email protected].

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast
  • Sports Enthusiast
  • Golfing

Office Information

Office Address

7877 Parkway Drive Suite 2a La Mesa, CA 91942

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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