Back when I was in 6th grade, I started my first job as a gardner for an elderly lady who lived a few blocks down from my house. Shirley would pay me by the hour making sure her front yard looked perfect – every blade of grass cut, every leaf swept and every weed pulled. Looking back, this experience has given me an appreciation for Shirley, who taught me how to work hard and gave me the desire to help those in need.
I am deeply passionate about serving my community of families and business owners when it comes to long-term investing. Whether it’s for retirement, college savings, or preserving one’s legacy, meeting face to face with my clients is key to understanding what they want to accomplish.
After a rewarding 18-year career with Enterprise Rent-a-Car, I was offered an opportunity to serve as a financial advisor with Edward Jones in 2017. Working with clients is second nature, and understanding what’s important to them is my number one priority.
I am not alone in making sure that the families and businesses I impact are deeply served in my community. Marc Jacobs, my branch office administrator, has over 30 years of experience in client service. Marc and I work closely together using an established 5-step process to create an individualized strategy for you. We then partner with you throughout your lifetime to make sure you stay on track.
Outside of the office I enjoy spending time with my wife, Orchid, two beautiful kids, Caleb and Chloe, and our dog Cody. You may also find me at the park or gym coaching youth soccer, baseball and basketball. I am a decent straight ball bowler, but can’t swing a golf club to save my life. Although Huntington Beach is surf city you will find me trying to chase my board rather than on it. And yes, thanks to Shirley, I love my perfect little front yard.
Membership Level: Individual/Owner is sole employee/Consultant
Edward Jones Huntington Beach
7755 Center Avenue Suite 1010
Huntington Beach, CA 92647
Monday-Friday 9am-5pm, Saturday-By appointment only, Sunday-closed