As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

In 2009, I began my Edward Jones career as a financial advisor in Mission Viejo. Prior to joining Edward Jones, I was a financial advisor with Merrill Lynch for 10 years.

I live here in South Orange County. I am blessed to have three children and one grandchild.

I am a member of Compass Bible Church in Aliso Viejo. I am also a member of the Mission Viejo Chamber of Commerce and the Lake Forest Chamber of Commerce.

Time is limited, invaluable and is spent on my family, work and church commitments. I pursue my passion for social responsibility by supporting organizations that do the work that I wish I could: Salvation Army, American Center for Law and Justice, Act for America, American Family Association, Pacific Justice Institute, Family Research Council, Hillsdale College, NRA/CRPA and Dennis Prager University are some of my favorites.

My branch office administrator, Angie Kneale, is dedicated to providing you with the highest level of service. Please don't hesitate to call on her with questions or concerns.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals.

We look forward to serving you!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Social Responsibility
  • Reading
  • Outdoor Enthusiast
  • Health & Nutrition
  • Personal Fitness

Office Information

Office Address

1 Orchard Road Suite 200 Lake Forest, CA 92630

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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