After spending 15 years in publicly traded manufacturing leadership roles, I felt the growing need to re-purpose my life into one of ministry: a life that impacts my clients, community, family and myself on a more personal, meaningful level. Ministry is what led my family and I to Edward Jones and, ultimately, from Kansas City back to our roots in Orange County, CA.

With the astonishing support, values and solutions of Edward Jones to stand upon, I am blessed to listen to you about what matters most and to use my established process to provide personalized strategies to your specific goals and legacy aspirations. We then partner together through life to help you stay on track.

My approach to investing is as follows: "To whom much is given, much is required". I know the trust you are placing in myself and Edward Jones, and that is why we will always communicate clearly on the following things: your goals, your progress and your cost. I am confident in our ability to serve you well.

Outside of work, I am blessed to be surrounded by my wife, Summer, and our two young children, Naomi and Jack. We enjoy spending time with grandparents, swimming, bike riding, in church groups and building relationships in community. I also enjoy working on my golf game!

Whether I am at home or at the office, my goal is the always the same: to provide value, encouragement and accountability to those who rely on me. And that to me is a life of ministry. I look forward to partnering with you to accomplish your goals!

Connect with me on Facebook and LinkedIn.

My Personal Interests

  • Golfing
  • Spending Time with Family
  • Cooking
  • Gardening
  • Active Lifestyle

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More