I knew Edward Jones was the right fit for me because of my sincere approach and my desire to help those around me. My clients tell me they choose to work with me because they know I genuinely care about them, and they trust me; which is why I feel so blessed to help make a difference in people's lives. Helping my clients be comfortable, knowing they're on track to meet their financial goals – is priceless.

My team focuses on comprehensive financial strategies that include investment management, income management, risk management and tax management, as well as legacy and estate planning. My branch office administrator, Trace Nichols, came to Edward Jones after being an executive assistant for 26 years and has now been with Edward Jones for six years. She is blessed with a 26 -year-old son and an amazing family. We partner with families to create personalized protection strategies and prepare for the unexpected. I understand the key to financial success isn’t about a product. I believe financial optimization is achieved when working with a professional that gains a deep understanding of what's most important to you, develops a strategy to help you achieve your financial goals and then, most importantly – execution. Your phase of life is ever-changing and when it does, we'll work together to help keep you on track.

My most important job is being an awesome dad to my son, Owen. He's almost 6 years old and loves superheroes and sports, and is already a 49ers fan just like his daddy. Watching my parents work hard throughout their lives has inspired my drive and work ethic, not only in my career, but in my personal life. This past year, I decided to build on my bachelor’s degree in finance from California State University of Sacramento and get the AAMS™ professional designation.