I began my career as an Edward Jones financial advisor in 2012. While serving my clients, I've taken on many regional leadership roles including field trainer, new financial advisor leader, field trainer leader and performance leader. I value personal relationships based on a deep understanding of your unique financial needs. I will develop a solutions-based approach tailored to your individual goals and will meet with you regularly to help keep you on track.

In order to help assist my clients further, I have obtained both the CFP® certification and AAMS™ designation.

I received a bachelor's degree in finance, real estate and law from Cal Poly Pomona in 2009. Within a few years, my wife, Faith, and I decided to leave the traffic-heavy LA county to continue our lives on the Central Coast – one of the best decisions we ever made. Currently, we live in San Luis Obispo.

During time outside of the office, my interests include volunteering for a local nonprofit, spending time with friends and family, hiking, golfing and analyzing stocks.

I could not do what I do without my Branch Office Administrator, Dru Smith. Dru has been working with me since 2015. She has lived on the Central Coast for over 20 years. In her free time, she loves spending time with her husband and three kids, taking walks on the beach, reading and doing yoga.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Charitable Giving

My Personal Interests

  • Golfing
  • Hiking
  • Volunteering
  • Baking
  • Reading

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

Email Me

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