I became a financial advisor with Edward Jones in 1998 in order to serve families in a deep and meaningful way. Our financial health determines so much of our life's trajectory and it is an honor to help my clients organize, plan, protect and transfer their wealth.
My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to help keep you on track over the long term.
There are so many questions surrounding the topics of building wealth, retirement and income distribution, social security, wealth protection and college savings. Having a personal relationship with a financial advisor you trust can make a significant difference as we work to make these complex topics easier to understand.
My branch office administrator, Kandy, is an extension of the service experience that I provide to our clients. Making sure that our clients' needs are taken care of with respect and care is equally important to her.
While the road may not always be easy, you can be assured that I am by your side and on your team. I hope to become a trusted partner and lifelong friend to every person who walks through my door.
On a personal note, my wife, Missy, and I were both born and raised here in Southern California. We have three college age children, Hunter, Anthony and Isabella, and our two rescued pets, Nala, our dog, and Austin, our cat. Our family enjoys the beach, traveling and sports.
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- Estate & Legacy Strategies
- Portfolio Reviews
- Divorce Finances
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