My middle school math teacher, Mr. Shortt, provided me with my first exposure to the stock market, risk management and wealth creation. While studying the complexity of fractions, Mr. Shortt used the stock market to help us use fractions in the real world. Mr. Shortt gave us all a fictitious amount of money to invest and we tracked it for most of the school year. That experience started a fascination for me in the markets, economics, the creation of wealth strategies and the protection of that wealth.
The experience of that interaction in middle school and the education that I have gained since have allowed me to assist clients in achieving their goals since opening my Edward Jones branch in Santa Rosa in 1994.
In addition to serving as a financial advisor, I serve as a field-based talent acquisition leader with responsibility for the western United States. In this role, I help the firm progress toward its strategic priority of growth by attracting experienced financial advisors to the firm and helping to ensure a smooth transition after joining the firm.
My team includes branch office administrator Janet Silvashy, who has been with Edward Jones since 2020 and has over 16 years of financial industry experience.
Outside of the office, I enjoy spending time with my wife, Tricia, and our two daughters, Miranda, who is also an Edward Jones financial advisor, and Brittany. I am native Californian who was raised in Petaluma. I support my community by being active in the local Santa Rosa Sunrise Rotary attending Spring Hills Church in Santa Rosa. An avid pilot, I am also past vice president of the Experimental Aircraft Association, which introduces aviation to young children. I also fly for Canine Companions, which offers free plane rides for puppies transferring between foster homes and training programs.
- Charitable Giving
- Intergenerational Planning
- Retirement Income Strategies
- Retirement Savings Strategies
- Employee Stock Options
My Personal Interests
- Spending Time with Family
Office Address170 Farmers Lane Suite 4
Santa Rosa, CA 95405
Phone NumberScott P Holder at (707) 576-1099
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