Edward Jones Investments

I have a very simple philosophy: Treat others how I would want them to treat me and my family. When you value your clients like family, you care about their well-being and future. You focus on doing what's in their best interest above all else. Our clients are valued relationships. In a world of evolving technology, we still believe nothing can replace a real personal touch. We focus on helping families plan together, which is why my practice consists of multigenerational clients. We have financial strategies for family members in stages of life such as: 1. Retirees 2. Pre-Retirees 3. Young Families 4. New Earners 5. Custodial Investing for your little loved ones Our process at Edward Jones helps clients determine how their financial goals can be realized, even during times of uncertainty or volatility. As a Chartered Financial Consultant® professional, I work with my clients as a Fiduciary. We have no account minimums, allowing each person to get the individual care they deserve. Our team provides financial strategies for making sense of investing. How we partner with you: 1. We want our clients to feel understood, informed, and in control. 2. We want to understand what's important to you. 3. We have an established process. 4. We will partner together to keep you on track. I am a proud father, husband, and Siberian Husky owner. My favorite pastime is creating memories with my 2-year-old son. I was born locally at San Antonio Regional Hospital, also where my son was born. I feel blessed to be able to service my local community at our Edward Jones office in Downtown Upland. I spent almost a decade attending school in Claremont, where I am still a member of the Claremont Club. My alumni family extends to the Damien High School community and Loyola Marymount University community. I enjoy anything competitive: tennis, pickleball, basketball, chess, football, video games, monopoly, golf, billiards, ping pong, etc. I could bore you with all my hobbies, but we'll save that for another discussion. P.S. The greatest compliments we receive are referrals for family, friends, colleagues, or clients. Who do you know who could benefit from a financial strategy discussion? Call or Email Us to schedule a discussion. We can meet at our office, via Zoom video conference, or even on the tennis courts!

The value my business provides is through a personalized experience. This is best understood by scheduling an appointment. While I do not charge for initial investment account statement review appointments, I do charge a fee for long term investment management.

What do I do for a living? My team provides security by reviewing retirement and investment accounts to help others make sense of investing. We want to understand what’s important to you. We have an established process. We will partner together to keep you on track. We want our clients to feel understood, informed, and in control.