As a financial advisor, I believe it's important to invest my time to understand what you're working toward and the level of risk you're comfortable accepting before you invest your money. I utilize a disciplined and comprehensive approach to executing your financial goals. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver an inclusive strategy that leverages everyone's expertise. My clients are serious long-term investors who value a trusted, personal relationship and tailored financial advice, guidance and service.

I was a longtime client of Edward Jones before becoming a financial advisor for the firm in 2012. Today, I run the branch that I started as client in. This branch has been serving the financial goals of Carpinteria investors and surrounding communities since 1994.

I moved to Santa Barbara, CA in 2002 to attend college. I graduated with honors, completing a double major in mathematics and statistical science from the University of CA Santa Barbara. Carpinteria has been my home for over 12 years and I live only a 1/2 a mile from my branch. You will find me giving back to my community through the Rotary Club of Carpinteria Sunset (past president 2019-2020), through the 93013Fund that was established in response to COVID-19 disruptions, to being an active member of the local chamber and volunteering for the Avocado Festival.

I love what I do, and I am passionate about my clients' financial success and the industry itself. From creating strategies for clients and business owners to save for retirement, to implementing reliable income streams at retirement or during retirement, to insurance protection and wealth strategies, these are just a few ways I serve my clients.

Contact my branch today to schedule an introductory appointment to determine if I am the right fit to join your team of professionals.

My Personal Interests

  • Community Outreach
  • Social Responsibility
  • Spending Time with Family
  • Golfing

Office Information

Office Address

5320 Carpinteria Ave Suite J Carpinteria, CA 93013

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More