After 18 years in the auto industry, I decided it was time make a change in my career and serve my community with a deeper sense of purpose. In 2017, I was offered the opportunity to become a Financial Advisor with Edward Jones. Within the first two years, I earned the Ted Jones Prospecting and Spirit of Partnership awards. In May of 2021, I earned the CRPS® designation.
My practice includes serving entrepreneurs, multi-generational families, business professionals and corporate executives with complex needs who need assistance organizing, growing, protecting and transferring assets. I also help businesses improve their current workplace retirement plans (i.e. 401(k), profit sharing) as well as assist in establishing new plans for those companies seeking to implement an employer sponsored plan. Within the businesses I serve, I partner with key decision makers to provide financial literacy and education to their valued employees.
Before recommending an investment, I firmly believe it is important I take the time to understand what you are trying to achieve, based on your values and purpose. I use an established process and we will partner together to create a strategy specific to your unique goals and needs.
I am fortunate to work as part of a skilled team that is fully dedicated to the needs of our clients. I work closely with my Branch Office Administrator, Marc Jacobs, who has over 30 years of experience in client service. Together, we are able to provide you with the highest level of service you deserve.
Outside of the office, I enjoy walking within my neighborhood, challenging myself to achieve 12,000 steps a day. You may also find me in the kitchen baking cookies or at a stadium cheering on my favorite sports teams. My community involvement includes helping several non-profits such as The Walk to End Alzheimer’s and Unstoppable Foundation. I especially love spending time with my wife, Orchid, children, Caleb and Chloe, and our dog, Cody.
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