By the young age of 14, I had lost both of my parents. Needless to say, this had a profound impact on me. I realized how important it is to plan for the future and prepare for the unexpected first hand. I started investing while I was working my way through college. These experiences are what started my interest in investing and reinforced the importance of starting to save early for retirement.

I have 24 years of experience as a financial advisor and began my career with Edward Jones in 2000 right here in Green Valley. I earned a bachelor's degree from the University of Arizona in 1978. I became a limited partner with Edward Jones in 2007 and currently hold the AAMS® designation.

I live in Green Valley with my wife, Shujie. She is currently pursuing her master's degree at the U of A. We have two children, Otto, 11 and Victoria, 6. I love traveling with my family, diving, skiing and golf and sharing those activities with my family.

Nancy Jones is the Sr. branch office administrator. She has 20 years of experience serving Edward Jones clients and is also a limited partner with Edward Jones. Together, we provide highly personalized service. All aspects of our business are aligned, using a 5-step process, to help us better understand and meet our clients' unique goals and needs, providing answers to your questions so you can make informed, financially sound decisions.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Intergenerational Planning

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

Additional Hours

  • Evenings

Branch Team

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