As an Edward Jones financial advisor, I take time to understand your goals before offering guidance. Working with your CPA, attorney, and other professionals, I help build strategies tailored to you—especially for retirement, so you have more options later in life. I joined Edward Jones in 2011, opening the firm’s second Fullerton branch, and became a limited partner in 2019. With over 20 years in financial services, I’ve worked with firms in annuities, mutual funds, and 401(k) plans, including direct sales to business leaders. I earned a bachelor’s degree in psychology from California Lutheran University in 1995 and hold the Accredited Asset Management Specialist™ designation. My wife, Nicole, and I have two sons, Evan and Jake. We enjoy family time and sports. Karen, my senior branch office administrator, brings over 30 years of experience and is committed to excellent service. At Edward Jones, our focus is on you.