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.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Sports Enthusiast
  • Personal Fitness
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More