Experience and Background
In 2014, I began my Edward Jones career as a financial advisor in Upland, CA. Prior to joining Edward Jones, I spent over 20 years in the banking industry. I came to Edward Jones because I wanted to help individual investors work toward achieving their financial goals; by getting to know what's most important to them, working within an established process and partnering to achieve their financial goals.
As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.
A 2009 graduate of the University of Phoenix, I hold a bachelor's degree in accounting.
I'm a volunteer and board member for the nonprofit organization, Friends of Santa Ana Zoo. I'm a proud member of the Claremont Rotary.