FinancialFinancial ServicesWealth Management
Hours:
8am-5pm
As a financial advisor with Edward Jones, I take pride in building personal, long-term relationships with my clients. I believe that understanding your goals and values is the foundation of creating a financial strategy that truly works for you.
My mission is to provide clear, tailored guidance that helps you feel confident in your financial future — whether you’re planning for retirement, saving for education, managing risk or simply looking to make the most of your investments.
What sets my practice apart is my passion for education. I’ve always had a strong desire to teach, and I bring that mindset into my work as a financial advisor. I believe that when clients understand their financial strategy, they’re better equipped to make informed decisions. I take time to explain not just the “what,” but the “why” behind every recommendation.
I was born and raised in Mission Viejo, and I’m proud to serve the community that helped shape who I am. I began my academic journey at Saddleback College and went on to earn my degree in finance, real estate, and law, from Cal Poly Pomona. That local connection gives me a deep understanding of the families, businesses and values that make this area so special.
Outside the office, I enjoy playing soccer and golf, and I cherish spending quality time with my family. These interests help me stay grounded and bring balance to my life — something I also strive to help my clients achieve in their financial lives.
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