My professional life has been spent being of service and impacting where it matters most. I began in the healthcare industry where I diligently worked to improve access to healthcare services for underserved/vulnerable communities. I then worked as a divorce/family mediator applying my calm, levelheaded and solution-based skills as a Certified Divorce Financial Analyst to shepherd couples from tumultuous times to greener pastures. I parlayed my acquired talents as a supportive and understanding advocate of change and found my true calling as a financial advisor with Edward Jones.
I pledge to offer empowerment to plan for a better, brighter and safer tomorrow. I educate and work with my clients to create financial comfort. Always looking ahead, I’m passionate about helping my clients create their dreams through actionable financial strategies.
At Edward Jones, I operate from a place of eternal abundance and gratitude. My goal is to be an ongoing, valuable resource and to create long-lasting relationships. I will help guide you to a comfortable place where you can make informed and smart decisions. I serve by being an empathetic, active listener for those seeking answers, security and a healthy financial life. I believe it’s important to truly understand what’s most important to you in order to understand your goals and to balance risks and rewards associated with investments you’re comfortable accepting.
I believe in a healthy work-life balance. I enjoy family time with my wife, Esther, and my identical twins Daniel and David who graduated from Eagle Rock High School as co-valedictorians and recently graduated from my alma mater (so proud of them, Roar Lions Roar!). My ability to always be levelheaded and optimistic, especially in the middle of conflict and life changing events has been essential in helping me be a good father, husband, son, brother, uncle and Financial Advisor.
