As your Edward Jones branch team, we believe it’s important to invest our time in understanding what you’re working toward and why before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings, so you have more options when you retire, regardless of what you decide to do.
In 2017, I began my Edward Jones career as a financial advisor. Previous to Edward Jones, I was the branch manager of Tri Counties Bank in Crescent City, CA.
My wife, Heather, and I have five children collectively. We live in Crescent City, CA. We are active in our community and church. Friends and family are very important to us. I serve as a board member of the CASA of Del Norte and am also a member, past president and past board member of the Rotary Club of Crescent City. My wife and I also enjoy exploring Del Norte County on backtracking trips, competing on the diamond with our co-ed softball team and getting involved with our children's many athletic programs.
My branch office administrator, Gabby Zepeda, was born and raised in Crescent City, which is where she enjoys spending time with her German Shepard, hiking and reading.
Relationships are key, and in our view, meeting face to face builds strong relationships. Once established, we can meet with clients via telephone or web conferencing. We meet when and how it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.
- Business Retirement Plans
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
My Personal Interests
- Active Lifestyle
- Coaching Sports
- Board Games
- Movies & Entertainment