"You have two ears, and one mouth. Use them in proportion." This advice served me well as a business owner for over 25 years.

As a financial advisor with Edward Jones, my priority is to listen and learn about you and your story. What is most important to you and what are you trying to accomplish? Whether it's planning your ideal retirement, protecting the financial future of your loved ones or helping your employees build their financial future, we will work together to develop strategies to help you achieve your goals and to help make sure you stay on track.

Born and raised in Chula Vista, I earned a Bachelor of Science degree in business administration from San Diego State University. My wife, Lisa, is an educator at SDSU and a Level 1 sommelier. We are proud parents to two amazing women. Elyse teaches humanities at High Tech MS, and Lauren works for UNICEF on immigration policy. We love to travel together, especially to various wine regions throughout the world.

Outside of the office, you'll find me attending Padres, Aztecs and SD Loyal games; playing golf; spending time with friends and family at local restaurants, breweries and wineries; or enjoying many of the outdoor activities that San Diego has to offer.

I give back to my community as a volunteer for the Chula Vista Community Foundation, and I volunteer for the Association of Financial Educators. Lisa and I also love to volunteer at SommCon, when it is held here in San Diego.

If you are an individual investor, a retiree, an executive or a business owner, please reach out to me to schedule an initial conversation. I welcome the opportunity to hear your story.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Wine Collecting/Enthusiast
  • Community Outreach
  • Sports Enthusiast

Office Information

Office Address

7877 Parkway Drive Suite 2a La Mesa, CA 91942

Office Hours

Office Hours
Weekday Availability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

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