My purpose in life has been to take the time to make a difference in someone else's life. Beginning in my teenage years, my focus was on attending medical school to have a career as a doctor.

I earned a bachelor’s degree in biochemistry from California Polytechnic State University in San Luis Obispo. I also attended Pepperdine University and graduated with a master’s degree in business administration (MBA). In addition, I received the AAMS® professional designation in 2005 from the College for Financial Planning.

I decided after a year of graduate school at The Ohio State University NOT to pursue medicine, mainly due to the declining focus and time allowed to compassionately diagnose and treat patients. Instead, I chose a career in the health care industry in sales/marketing. After 15 years in the industry, still searching to fulfil my purpose, I discovered Edward Jones in 1998. My deep desire to understand what is important to my clients, understand and empathize with their concerns and challenges, work together to construct a workable plan and partner for life to provide peace of mind, have allowed me to pursue my passion of helping others.

Originally from Wisconsin, my wife, Barbara, and I have lived in Orange County since 1998, welcoming our son, Nicholas, in 2000. I spend my free time golfing, traveling and exercising outdoors and I am an avid Green Bay Packers and Alabama Crimson Tide fan (Roll Tide).

My senior branch office administrator, Charlene Jackson, has worked with me since 2007 and is dedicated to providing you with the highest level of service. In our office, our clients are family.

My focus areas are retirement savings and distribution strategies to afford my clients more options to enjoy their time in retirement.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Golfing
  • Hockey
  • Mountain Biking
  • Cycling
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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