What makes an investor successful? Well, some might focus on the returns of their portfolio; I believe success means accomplishing the goals that are most important to you and your family. As a financial advisor with Edward Jones, my only focus is on helping serious, long-term investors accomplish their goals. However, those goals are unique for everybody, and that requires a tailored approach to accomplish them. That is why I will invest my time to understand what you are working towards before we invest your money.

We use an established process to develop a personalized strategy that will organize, grow and protect your family’s wealth. That strategy may include preparing for retirement, living in retirement, saving for college, preparing for the unexpected and creating a legacy for future generations. We also work with business owners on retirement plans and succession strategies to help you retire from your business on your terms.

Accomplishing your goals often requires a professional team to work for you in many different areas of expertise. I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. I have also developed relationships with many local professionals such as CPAs, attorneys and real estate professionals in the area in case you need to build that professional team.

Before Edward Jones, I received my degree in economics at Arizona State University. I currently sit on the board of the ASU Orange County Alumni Association and coordinate events like the Tillman Run, which benefits the Pat Tillman Foundation. When I am not at the office, you will usually find me at the dog beach with my two Golden Retrievers, Maverick and Goose.

Please call us today to schedule an appointment.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances
  • Wealth Strategies
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Outdoor Enthusiast
  • Baseball

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed
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