As a CERTIFIED FINANCIAL PLANNER® professional, I’m dedicated to helping clients make clear, informed financial decisions that align with their unique goals and values. Whether you’re preparing for retirement, managing a business transition, or building long-term wealth, I work closely with you to develop a strategy that supports your financial future. At the heart of my approach is a focus on lis
tening, understanding, and building strong, long-term relationships based on trust. I enjoy working with individuals at all stages of their financial journey — from those who are well-established to younger professionals just beginning to build wealth. Outside the office, my life is centered around family. My wife, Amber, and our 6-year-old son bring joy and perspective to everything I do. We love hiking, fishing, and making the most of our time together, and these experiences remind me daily of the importance of planning for the future and prioritizing what matters most. My office is conveniently located just off the I-15 freeway in Escondido, near the Escondido Country Club and Westfield North County Mall, making it easy to find and access. I offer flexible meeting options, including in-person, virtual, and phone consultations, to fit your schedule. If you’re looking for a financial partner who blends trust, and a personal approach — always acting in your best interest — I’d be honored to connect. Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
/*********/
Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
