Since 2003, I have been serving select families and businesses by helping them with their financial goals. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what is important to you before helping you decide how to invest your money. I use an established process to help you build personalized strategies to help achieve your goals. Then, we work together over time to help keep you on track.
I work closely with you and your CPA/tax preparer, attorney and other professionals to determine the most appropriate financial strategy for you and your family.
In 1984, I graduated with distinction and Dean's List honors from DeVry Institute of Technology in Columbus, Ohio, where I received a Bachelor of Science degree in computer science with a minor in business.
I have completed my AAMS®, or Accredited Asset Management Specialist®, designation which is awarded by the College for Financial Planning® to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
I have and maintain my General Securities Representative (Series 7), Uniform Combined State Law (Series 66) and Uniform Securities Agent State Law (Series 63) licenses. I have and maintain a California Life Insurance License, as well as a California LTC Insurance License.
I am originally from Michigan and moved from Ohio to Southern California after graduating in 1984. I moved to Camino, California, in 1999, where I currently reside with my wife, Susan. I am very proud of my two beautiful adult daughters, Stephanie and Kelly.