I joined Edward Jones in 2019 after a banking career spanning more than 20 years, most of which was spent in commercial banking and corporate finance roles, in order to become an entrepreneur and build something of my own. I was most notably drawn to the unique culture found in Edward Jones' private partnership business model that truly places clients at the center of everything we do. And not unlike many of my colleagues, even before joining the firm, generations of my own family entrusted Edward Jones for financial advice – including me.

As a financial advisor at Edward Jones, I am responsible for leading my practice and collaborating with individuals and businesses in developing tailored financial strategies. The practice focuses on developing portfolio and wealth strategies for individuals and advising businesses on their commercial retirement plans.

At Edward Jones, I have access to a team of professionals with deep expertise in specialized areas such as executive compensation, estate considerations, retirement income planning, tax-sensitive portfolio construction and business sales/succession considerations to address complex and unique financial situations.

I have a bachelor's degree in industrial-organizational psychology and a Master of Business Administration (MBA) from the Fermanian School of Business at Point Loma Nazarene University. Prior to joining the firm, I was a senior leader for the commercial banking practice of JPMorgan Chase in San Diego, with previous appointments at Union Bank and Wells Fargo. I have also served on the boards of the San Diego Regional EDC, San Diego Regional Chamber and CONNECT, as well as serving as an adjunct professor of finance at Point Loma Nazarene University.

I invite you to start a conversation with me and discover the power of tailored advice and having a financial partner.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

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