Our office prides itself on always putting our clients' interests first. We focus primarily on our client's financial goals in order to build personalized financial strategies when partnering together. Prior to my career at Edward Jones, I was an active duty military member. Navy rescue swimmer in San Diego, CA. There I met my wife, participated in a 10-month deployment and completed my master's in global business leadership from the University of San Diego. Since working for Edward Jones, I have continued to expand my financial education by earning the CFP® designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards. Between my professional background and personal interests, I learned at a very early age that I love helping people and I have learned to become a leader within my community. Growing my business with Edward Jones enables me to do just that – help the families and local businesses within my community to become financially successful. Within our branch, we have built a professional team that will partner with you to help organize, build and protect your wealth. Through our established process, we want to understand what is most important to you to ensure a tailored solution for you and your goals.
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