As your Edward Jones branch team, we believe its important to invest our time in understanding what you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings so you have more options when you retire, regardless of what you decide to do.
I began my Edward Jones career in 2005 as a financial advisor in the Antelope Valley, starting in Palmdale, CA. Today, Edward Jones serves the community from our convenient Lancaster, CA, location. I became a limited partner with Edward Jones in 2010.
I have been honored with several Edward Jones awards over the past 13 years.
I attended the University of Southern California Marshall School of Business from 1980-1983 as a member of the U.S. Navy ROTC Unit. I served in the U.S. Navy from 1979-1985, and was honorably discharged as a lieutenant JG.
Currently, I am serving my community as a member of Lancaster West Rotary, Desert Winds Community Church and as a Board Chair of Antelope Valley Partners for Health.
I received the AAMS® professional designation in 2007. The College for Financial Planning awards the AMMS® designation to individuals who successfully complete a 12-module professional education program, pass a final exam, commit to its code of ethics, and agrees to pursue continuing education.
I'm married to my beautiful wife, Cherie, of 28 years and we have one daughter, and two sons. Our daughter has graduated from college and is now living in Nashville, TN, and works as a recruiter. One son works in Lancaster, CA, as a school teacher and the other works and lives in Boise, ID as a technician.
Originally from Ravenna, OH, I have lived in the Antelope Valley since 1986.
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