Edward Jones | Financial Advisor

About Us

I am passionate about helping individuals, families and business owners make confident financial decisions and work toward achieving their most important goals.

My passion for financial planning stems from my family having been in the industry for over 25 years. I have seen firsthand the profound impact that sound financial planning has on a person's life. Helping clients build, protect and transition their wealth in a tax-efficient manner is more than a profession for me. It is a purpose that guides the work I do every day.

I have called San Diego home since 1999, aside from my time at Cal Poly San Luis Obispo, where I earned a bachelor's degree in business administration. Following graduation, I spent nine years helping grow two successful startup companies still operating today, including four years in the financial services industry.

Throughout my life, helping others has been an integral part of who I am and what I derive purpose from. This stems from the love and care my mother has given me from the day I was born. She has always taught me to treat others the way I would want to be treated, and she is the superhero in my life that I will always look up to.

Outside the office, I love to fish, play golf, and spend time with my family and friends.

Whether you're planning for retirement, saving for a child's or grandchild's education, building wealth, planning your legacy or protecting the people who matter most, I will work alongside you to create personalized strategies through a proven process designed to help you achieve what is most important to you.