At an early age, I would watch my dad work on home improvement projects and meticulously measure, and remeasure, a piece of wood before sawing. When I asked him why he took so much time measuring he responded, "if you measure twice, you only need to cut once". As a financial advisor, I believe in taking the same measured approach with my clients and their investments.

I grew up in the wine country of the Santa Ynez Valley and attended Cal Poly, San Luis Obispo. While studying finance at Cal Poly, I had the opportunity to manage a portion of the school's endowment fund, which gave me my first experience managing investments for someone other than myself. I soon knew what I wanted to do for a living, and I started my career with Edward Jones in 2015.

I believe that investors are best served when they know where they are, where they are headed, and how to get there. That's why I take the time to understand each client's unique situation and goals, develop custom investment strategies and partner with them throughout their life to help them achieve those goals.

I manage the Monarch Beach office with my office administrator, Melissa, who is dedicated to providing the highest level of client service.

Outside of the office, I believe in volunteering my time and giving back to my local community. I serve on the board of the Monarch Beach Sunrise Rotary and as past treasurer and current chairman of the Dana Point Chamber of Commerce. Additionally, I enjoy surfing, fishing and spending time with family and friends.

If you feel your investment strategy deserves a second measure, give us a call for a complimentary review.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Surfing
  • Traveling
  • Fishing
  • Volunteering

Office Information

Office Hours

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

Branch Team

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