After traveling each week for four years as a business consultant, I was seeking a change. I reflected on the six years that I worked in retail banking and realized that I wanted to return to making a difference for families, but with the right firm. I joined Edward Jones in 2002 and hold the CFP®, ChFC®, CLU® and AAMS™ certifications. I became a limited partner with Edward Jones in 2011, was named a regional leader in 2015, and became a principal with the firm in 2018.

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. Working closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.

Our team includes my branch office administrators who are dedicated to providing you with the highest level of service possible. We use an established five-step process to help clients feel understood, informed, in control, and ultimately secure with all aspects of their financial life.

Outside of the office, I enjoy spending time with my family, including my wife and two girls. I am involved with multiple non-profits in the community, including 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 see 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
WeekdayAvailability
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

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