Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. As an Edward Jones advisor, I believe it is essential to invest my time to understand what your goals are before you invest your money. It’s also important to understand the level of risk you’re comfortable accepting when investing so we can balance it with the steps necessary to help reach your long
-term goals. I was born in England and I immigrated to Santa Barbara when I was 2 years old. All my schooling, from Elementary school through college, was in Santa Barbara, finally graduating from UCSB. I am passionate about funding for college since I had to put myself through school, working full time while at UCSB. Every day I see the hardships on family members when there is no planning for the “what if’s” in life. I have been fortunate in life to be able to raise a family and build a business on the central coast of California. I believe in giving back to the communities that have given me so much. I am active in many different organizations on the central coast, including AYSO, Opera Santa Barbara, Santa Barbara City College music department and the Buellton Chamber of Commerce among others. When I am not working, I enjoy spending my time with my family, outdoors hiking, mountain biking or surfing, or onstage singing with Opera Santa Barbara or playing trombone with various music groups on the central coast. From preparing to buy your first house and putting your children through college to helping you prepare for the unexpected and putting together your legacy, we provide solutions to help individuals and families reach their financial goals. Please contact me to discuss the next step towards your financial goals. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
