As an Edward Jones financial advisor, I help people make meaningful decisions about their wealth in order to lead purpose-built and fulfilling lives. I work best with successful individuals and business owners who are approaching retirement, or those who have already retired and are looking to fully enjoy the nest egg they've worked so hard to build. It is important to me to make time to truly understand what is most important to my clients. We offer a personal approach to wealth management and provide easy-to-understand advice and guidance. We're honored when our clients introduce us to people who are facing major life-events such as retirement, job changes, losing a loved one, or selling a significant asset such as a home or business.I have earned the CERTIFIED FINANCIAL PLANNER™ certification, and enjoy serving clients with complex needs. I will partner with you and your tax and legal professionals to formulate tax-efficient investment, income, and estate strategies. My team and I can help you with:• Investing that aligns with your risk-tolerance, values and goals• Helping enhance your wealth with income and tax-aware strategies• Wealth protection strategies• Legacy and Estate planning for wealth transfer• Charitable giving to maximize your impact• Retirement and exit strategies for business ownersOn a personal note: I was born and raised in Chula Vista. My wife, Lisa, and I live in the Mission Valley area of San Diego with our mixed-breed rescue dog, Sierra. We are both San Diego State University graduates and love to attend Aztecs football and basketball games. Our daughters, Elyse and Lauren, have both spent time living and working internationally. As a family we enjoy traveling the world and spending time together at our favorite place, Lake Tahoe.Outside of work, I am a board member and grants committee member for the Chula Vista Community Foundation and a member of the San Diego Regional Chamber of Commerce.Our branch office administrator, Maria Grande, has been in banking and finance for over 30 years. She is the glue that holds our branch together, providing our clients with the highest level of service. She lives in Tierrasanta with her husband, Guy, and their children, Gabby and Joe, and their dog, Perla.I invite you to experience the Edward Jones difference. It all begins with a conversation. Please call us today - 858-514-8876./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.