Envisioning retirement is your job. Helping you get there is ours. As your financial advisor, you will experience my deep commitment to you, your family and your long-term investment goals.

Effectively planning for retirement can involve a variety of accounts and investments, including IRAs, employer-sponsored retirement plans (e.g., 401(k)), annuities, equities, mutual funds and insurance.

I have been helping clients build wealth for two decades. My passion and strength is client-focused education. We excel at building long-term relationships with our clients through shared knowledge, active listening and most importantly understanding what is important to you.

My experience and work history span more than 35 years in the financial services industry, starting with American Express, then Charles Schwab as a manager and finally Edward Jones. My skills have been developed over many years of applied experience, education and industry licensing. I encourage you to learn more about me by reviewing my history at BrokerCheck, www.FINRA.ORG. This public website will provide you with my complete history and professional background.

I am proud to tell you that I have earned the AAMS® designation from The College for Financial Planning. The AAMS® designation is awarded to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. I have established a successful Edward Jones office located in the 500 building, downtown Palm Springs, CA. I am building our presence by being a member of the Ocotillo Group of The Center and also an active member of the Desert Business Association.

We look forward to serving your investment needs!

My Personal Interests

  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Art Museums
  • Wine Collecting/Enthusiast

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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