While money cannot buy happiness, it is a source of pride and accomplishment, and fuels the aspirations we have for our families. I was raised modestly in a Navy family. I began my career as a mechanical engineer in California and completed my MBA at Duke in North Carolina. I worked in the high tech world in many product and management roles for over two decades, but while I enjoyed that business, my true passion was coaching people financially which I have done for over 15 years through volunteer work and at Edward Jones. I positively impact families, and it is why I love what I do.
In my process, first, I want to understand what is important to you to help create a plan for financial security to live richly by spending time with family and friends, building your business or pursuing your passions. Next, I use an established process to build customized strategies to help you achieve your short and long-term goals, and I will partner with you to help keep you on track.
No matter what US state you live in, if you are looking for a financial advisor, I invite you to experience the Edward Jones difference with my branch. We provide face-to-face and virtual meetings, convenient scheduling and one-on-one relationships.
