One of the most valuable lessons I have learned in the financial services industry is understanding the needs of clients before providing any solution.

As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what is important to you and your family. Whether you're planning for retirement, saving for college for children or just growing and protecting your wealth, we can work together to develop specific strategies to help you achieve your goals. I can also monitor your progress to help make sure you stay on track.

To me, face-to-face contacts are critical for building strong relationships. I understand that your time is valuable, so I will try to be available at times that are convenient for you.

I reside in San Jose with my wife and our two daughters. When I'm not working, I enjoy walking, playing tennis and cooking.

I am motivated by seeing the impact of my work on clients. Whatever your dream is, it’s my pleasure to work with you to achieve it. Please contact me whenever you want to make it come true.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews

My Personal Interests

  • Walking
  • Hiking
  • Traveling
  • Cycling
  • Spending Time with Family

Office Information

Office Address

1165 Lincoln Avenue Suite 320 San Jose, CA 95125

Office Hours

Office Hours
Mon 09:00AM - 05:30PM
Tue 09:00AM - 05:30PM
Wed 09:00AM - 05:30PM
Thu 09:00AM - 05:30PM
Fri 09:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

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