After four years of weekly business travel as a consultant, I sought a change. Reflecting on my six-year tenure in retail banking, I realized my desire to make a difference for families with the right firm. In 2002, I joined Edward Jones, and I have since earned the CFP®, ChFC®, CLU®, and AAMS™ certifications. I became a limited partner in 2011, a regional leader in 2015 and a principal in 2018.

As an Edward Jones financial advisor, as part of my process, I prioritize understanding your goals before recommending investment strategies. I work closely with your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family, including retirement savings strategies that offer flexibility regardless of your future decisions.

My team includes dedicated branch office administrators who provide clients with the highest level of service. We use a well-established process to help ensure clients feel informed, understood, in control and secure about all aspects of their financial lives.

Outside of work, I enjoy spending time with my family, including my wife and two daughters. I am actively involved in various community non-profits, such as the Los Alamitos Education Foundation, Precious Life Shelter and Rotary. I grew up in Orange County, attended Pacifica High School and graduated from Cal Poly SLO. You might also spot me running, biking or swimming in the area as I train for my next marathon or triathlon.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • College Savings
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Triathlons
  • Volunteering

Office Information

Office Hours

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

Branch Team

Email Me

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