Many people have a portfolio but not everyone has a strategy. Even if you have one, when has your 10- or 20-year strategy gone exactly according to your expectations? Life happens, right? That is why I partner with clients to not only help build their comprehensive, personalized financial strategy, but to help amend it when those bumps in the road or windfalls occur so you can make informed, educated financial decisions.

I began my Edward Jones career in 2016 as a financial advisor in Carlsbad. I attended the University of California, San Diego and graduated in 1999 with a bachelor’s degree in psychology. I also earned an MBA in corporate finance from the University of San Diego.

My wife, Punam, and I have been residents in North County for the past 10 years and we currently live in Carlsbad with our newborn son, Caden, and our German Shepherd rescue, Fynn.

Partnering with me is Mackenzie Goodrich, the branch office administrator. We are excited to bring the highly personalized Edward Jones experience to the residents of North County and beyond. All aspects of our business are aligned to help us better understand and meet your unique goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Reading
  • Outdoor Enthusiast
  • Photography

Office Information

Office Address

300 Carlsbad Village Drive Suite 119 Carlsbad, CA 92008

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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