My financial career has led me to trade stocks, ETFs and mutual funds on different exchanges. However, it was not until I became a financial advisor with Edward Jones that I have truly understood the power of long-term investing and the advantages of having a financial advisor. I believe long-term investing can create not just money; it can create wealth. Using Edward Jones' established process, I am able to structure a personalized portfolio for my clients that will focus on growing their wealth. But that's not all. Working as a financial advisor gave me the opportunity to build long-term relationships with my clients. The Bay Area has been a home for me for over 20 years. I enjoy golfing at Shoreline Golf Links, biking on the Los Gatos Creek Trail and playing hockey at the Silver Creek Sportsplex. Attending events has led me to meet those individuals who are on the verge of investing but have yet to find the right financial advisor. I would love to have an opportunity to be one for you.

Focus areas

  • Wealth Strategies
  • Employee Stock Options
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations

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