Have your retirement plans changed lately? Do you know how much money you‘ll have available to spend each month in retirement? Are you considering a part-time job? Have you thought about your insurance needs? Edward Jones can help you refine your retirement strategy, taking an in-depth look at all your retirement accounts. By looking at the big picture now, we can help you make sure you’ll spend retirement on your terms and with as few surprises as possible.

I am a seasoned financial advisor with more than 17 years of experience in helping investors reach their goals. I serve as a partner and mentor to my clients, guiding them through life events and investment decisions, so they have confidence in their future.

I began my Edward Jones career in 2006 as a financial advisor in Redding, CA. In 2019, I was named a regional leader and today, I am responsible for 75 financial advisors in an area encompassing Northern California.

I earned a bachelor’s degree from Florida Institute of Technology in Melbourne, FL. While attending Florida Tech, I played NCAA Division II baseball. In 2013, our team was inducted into the Florida Tech Sports Hall of Fame for making it to the 1992 College World Series. In addition, I received the AAMS™ designation in 2009 and the CFP® certification in 2013.

My spouse, Jill, and I have two daughters. Being originally from the East coast, I met Jill after college. After we married and decided to have a family, we knew that returning to the Redding community she grew up in would be the best move for our growing family. Outside of the office, I enjoy family time, playing golf, supporting my favorite sports teams and cooking for family and friends.

My branch office administrators, Jessica and Trista, and I are dedicated to providing you with the highest level of service possible. Our investment strategy has proven to help long-term investors reach their retirement goals. If you want to know if you are still financially on track, please give us a call.