After attending UC Santa Cruz, I spent years working at other financial service firms. These institutions weren't making it a priority to put clients first. Putting clients first has always been deeply important to me. Once I discovered Edward Jones in 1999, that was it. I love how special and unique Edward Jones is. I am extremely proud of my company and my tenure here.

I have three children, two dogs and a wife, although not necessarily in that order! My wife is a recently retired long-time Petaluma physician. We enjoy traveling, skiing, hiking and spending time with our kids and pets.

I couldn't do my job without my skilled support team. Our Registered Branch Associate, Nicole Wade, is registered and assists with changes or updates that occur within your goals, portfolio, objectives or suitability. Nicole is a devoted mother to two young girls. Our Senior Branch Office Associate, Sharon Bello, has extensive experience in administrative and concierge service. She's also a devoted wife and is mother to a teenage boy. Both women bring unique qualities to our office which definitely includes lots of laughs and fun.

In our office, we enjoy working with serious long-term investors who understand the importance of patience and a good sense of humor. We focus on helping clients build wealth and intergenerational wealth strategies. My team's mission is to uncover your specific needs and put together your unique strategy using an established process to reach your goals.

We want to get to know you, your family and how we can best serve you. We strive to provide clients with a positive experience. We look forward to partnering with you to help achieve all of your financial goals throughout your and your family's life.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Skiing
  • Wine Collecting/Enthusiast
  • Mountain Biking
  • Outdoor Enthusiast
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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Branch Team

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