From the time I was a kid earning allowance money, I have always had a financial goal and strategy for meeting my goal through a combination of proper budgeting and saving. As I have grown older, the goals have expanded and the approach has deepened, but there has always been a target for which I strived.
Goal setting and strategizing have always come naturally to me, and it brings me joy to work in a profession in which I can help others reach their goals using these same principles. Our office uses an established process to learn what is most important to our clients and what they are working to achieve. We strive for our clients to be informed, in control and confident in a strategy to help them realize their goals.
I joined Edward Jones in the summer of 2015, and opened a new office in Oceanside in the fall of 2017. I work alongside my Branch Office Administrator, Vignette Matthews, who has lived in and served the Oceanside community for many years. We make a great team, but we are not alone. Thousands of people and advanced technology support our office so we can help ensure our clients receive the most current and comprehensive guidance.
I earned a bachelor's degree in business management from Long Beach State in 2002 and established and ran my own business for nine years prior to joining Edward Jones.
Outside of the office, I cherish spending time with my wife and two children. As a family, we enjoy bike rides and trips to the beach, and my wife and I love coaching for our children's teams. Other hobbies of mine include playing chess with friends, exercise and playing guitar.
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