I am a financial advisor who serves those who are planning for or living in retirement, in need of help with estate issues, and who value coaching, service, and utilizing financial strategies to achieve their financial and lifelong goals.

At our Edward Jones branch in Mt. Shasta, CA, we use our established process to put all the pieces of your financial and investment puzzle together to remove complexity, when possible. Our process starts by understanding what is important to you. We do this by meeting with you and getting to know you so we can build a personalized strategy to help you reach your goals, and then by partnering with you throughout your life to keep you on track.

I live in Redding with my wife and four children. We are the typical American family, perfectly unperfect and genuine. We love to spend time together, at church and with friends. I enjoy mountain biking, jeeps and learning. I am a veteran of the U.S. Navy who enjoys traveling at home and abroad.

Focus areas

  • Business Retirement Plans
  • Charitable Giving
  • Intergenerational Planning
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Aviation
  • Hiking
  • Real Estate
  • Spending Time with Family
  • Traveling

Office Information

Office Address

206a South Mt Shasta Boulevard Mt Shasta, CA 96067

Office Hours

Office Hours
Weekday Availability
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

Branch Team

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