I have been a financial advisor with Edward Jones for over 25 years, helping individuals like you achieve their financial goals.
My process is simple: Let’s meet and talk about the things that are important to you. We will discuss where you are currently financially, and where you would like to be. Once I understand your goals, I will design a roadmap of how we will work toward them, whether it’s preparing for retirement, living in retirement, education for your children or grandchildren, tax strategies, or estate planning. We will implement a proper investment portfolio that fits with your goals and risk tolerance. Once the plan is in action, we will meet at least annually to make adjustments as necessary and discuss any changes to your financial picture or goals.
I earned my CFP® certification from the Certified Financial Planner Board of Standards Inc. in 2005 in order to better support my work.
I have an MBA from Northwestern University and a BBA in finance from Southern Methodist University.
In addition to my work with Edward Jones, I have been a member of Camarillo Rotary Club for over 25 years, and have served as a board member and president. I have been a member of the Camarillo Chamber of Commerce since 1992, serving on the board and as chairman over an 18-year period. I also supported the development of our local public university CSUCI. I have also served on the boards of the YMCA and Boys and Girls Club in Camarillo. Prior to joining Edward Jones, I was a financial manager and general manager for IBM. I have three daughters and five grandchildren.
I look forward to partnering with you and your family.
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