Throughout my life, helping others has always been an integral part of who I am. And after 20 years of dedicated service as an Officer in the United States Marine Corps, I chose a career in financial services because I believe I can continue to make a difference in the lives of families in my community.

After graduating from the College of Charleston with a degree in business administration, I received my commissioning as an Officer in the United States Marine Corps. In the Marine Corps, I flew the AH-1W Cobra and AH-1Z Cobra (Attack Helicopter) and over the next 20 years, I would see five deployments, three combat tours, live overseas in Guam for two years and travel to numerous other countries. Upon my retirement from the Marine Corps, I joined the team at Edward Jones.

My typical client is a goal oriented, long-term investor who is looking for a partner to help them prepare and navigate through major life changes.

Our process is well-established and all it starts with working together to understand your goals, so we can develop financial strategies personalized to you.

Originally from the Southeast, my wife and I have made Fallbrook, CA our home since 2008. It is here that we have decided to stay and raise our four children. Fallbrook has been our home and my family's bond with the Fallbrook/Bonsall community is very important to me.

Outside work, my family attends North Coast Church. I golf when I can, and I cherish spending time over the grill or around the fire pit with family, friends and a good IPA. However, most of my time is spent chauffeuring kids from one sporting event to another!

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. If you would like to learn more, please reach out to our branch office at (760) 330-9563. We would be happy to meet you.

Focus areas

  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings

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