I began working for Edward Jones in May of 2000 in Mission Viejo, CA. My role as a financial advisor has given me the opportunity to help individuals build wealth and guide them to a financially secure retirement. The focus of my practice is on estate considerations, retirees and individuals approaching retirement.

I currently hold my Series 7, Series 63 and Series 66 registrations along with California Life Agent and California Long-term Care licenses. I attended South Dakota State University, where I obtained a BS degree in electronics engineering technology.

In my spare time, I enjoy spending time with my spouse and my two sons. I am actively involved with the YMCA Adventure Guides and my hobbies include hiking, mountain biking, travel, fishing and home improvement projects. My family and I are members of Saddleback Church in Lake Forest, CA.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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