Of all of the services I offer as an Edward Jones financial advisor, the client experience is most important to me. When a new client comes into our office, I want them to feel like family. I first decided to become a financial advisor when I saw my family and friends struggling to reach their financial goals. Now, when I partner with my investors, I keep those experiences in mind. Since joining the firm in 2017, I’ve been dedicated to providing my clients the same advice and support I would a family member or friend.

The first step to building a strong client-investor partnership is to understand what's most important to you, whether that’s your family, your business or a specific goal. With your goals, fears and preferences in mind, I can create a strategy based on your unique situation. Building a strong relationship is important, as you need to be able to trust I will always be transparent and put what's in your best interest first. That’s why I partner with serious, long-term investors who are committed to reaching their goals. Keeping long-term goals in mind helps us to avoid common mistakes like emotional investing. By reminding you of our long-term investment strategy, I can keep you on track and help you tune out the latest headlines.

Our Los Gatos office serves clients throughout the Bay Area, as well as across California and the country. Whether our clients are around the corner or across the country, they can count on our branch office administrator, Michelle, to answer questions and provide support. Michelle has been married for nearly 25 years, has two adult daughters and enjoys gardening, reading and all animals, big and small.

My wife and high school sweetheart, Emily, and I are expecting our first baby later this year and have a dog named Bodhi. For fun, I enjoy golf, chess and watching football and hockey.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Business Retirement Plans
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Hockey
  • Pets
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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