About

Throughout my life, helping others has been an integral part of who I am. I chose a career as a financial advisor because I believe I can make a difference in the lives of individuals, families and businesses in my community. At Edward Jones, we strive to make sure clients feel heard, and that we understand their unique story. We also educate clients about the complex world of investments in terms they can relate to.

Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals. My education includes an MBA in finance from the University of Chicago Booth School of Business and a BA in economics from UCLA. I leverage my knowledge and experience, along with the expertise of thousands of professionals at Edward Jones, to help my clients benefit from the most accurate and actionable information available. I speak decent Spanish, as well.

My wife, Aileen, and I enjoy golf, our electric bikes, scuba diving, skiing and wine appreciation. I also play pickleball, and still occasionally play softball. In a previous life, I was a college and semi-pro pitcher.

I would love to connect with you and find out how our professional guidance can help you realize your financial goals. Don´t put it off any longer. Give me a call! I look forward to meeting you!

Helping business owners and their employees get the greatest possible benefits from their workplace retirement plans.