For over 13 years, I have been dedicated to helping a select number of families realize their financial goals. I have extensive knowledge and experience in all facets of wealth strategy and have achieved high level designations with Edward Jones.

My clients, ranging across high net-worth individuals, families or businesses, trust me because I am transparent within all aspects of my practice and deliver the highest level of financial services.

I earned a bachelor’s degree, from the Business School at Georgetown University. In addition, I also received the AAMS® professional designation. I also serve on the Board of Directors for the Encinitas Chamber of Commerce.

My process is founded on three key focuses:

-Disciplined Development and Preparation
My experience has influenced my unique approach to be both analytical and realistic. Upon meeting with a potential client, I start by listening and asking questions to understand their investment goals so I can utilize my process to formulate their strategy.

-Portfolio Solutions
Assisting my clients’ with their portfolios means they see me as their trusted financial advisor for many reasons, including my keen investment acumen and my ability to leverage the extensive resources of my firm and other investment partners.

-Dedication to Service
Proactive communication is a core component to my high level of service. In addition to being very responsive and accessible, I conduct regularly scheduled review meetings in person and over the phone. I also limit the number of new relationships I take on each year and work closely with my clients’ other professional advisors to help ensure comprehensive alignment with their strategy.

I welcome the opportunity to evaluate your current financial situation and discuss your future goals to see if my unique process is the right path for you.

Focus areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

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