In 1994, I began my career as an Edward Jones financial advisor, opening the firms first office in Elk Grove, CA. I have completed seven asset-sharing plans and have helped expand the firm's presence in Elk Grove. I became a limited partner with Edward Jones in 2000.

I have held numerous volunteer roles in my region, serving as a mentor, field trainer and a hiring specialist. Also, I have served as a volunteer for the local senior center, and a board member for the Elk Grove food bank. Also, I am a longtime volunteer and supporter of the MVP program in Sacramento which serves children in need.

My office is currently located in Folsom, California.

Originally from Southern California, I have resided in the Sacramento area since 1993 with my wife, Brenda, and my two children.

My branch team consists of branch office administrator Kaela Rutledge who is dedicated to exceeding your expectations by providing with the highest level of service.

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Office Information

Branch Team

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