For over 25 years, I have assisted clients with the accumulation and preservation of wealth. Based in Camarillo, California, and serving all of Ventura County, I take a comprehensive approach to help clients address wealth preservation and legacy strategies. I work with a clientele of affluent business owners, professionals, people at or near retirement or new to money. This approach allows me to help my clients achieve their goals while mitigating the amount of risk they take.Utilizing my own knowledge and experience, I work in combination with an Edward Jones team of specialists to develop and implement investment portfolios and comprehensive financial strategies including risk management and business arrangements. During my career, I have been a speaker on these topics and an instructor of continuing education for accountants and other financial professionals. Before joining Edward Jones, I was a senior financial advisor for Union Banc Investment Services, financial strategist for Tax & Financial Group, and a private wealth advisor for Sagemark Consulting. Prior to my career in financial services, I was a professional firefighter, which taught me perseverance and taking calculated risk with courage.It is my pride and passion to give back to the community in which I was raised. I have been designated as a Paul Harris Fellow by the Camarillo Rotary, currently serve on the board of directors for the Boys and Girls Club of Camarillo, am an advisor to the Miracle League of the 805, and a volunteer coach and referee for AYSO, CYBA and other youth sports. I have also received the Gold Star Certificate of Merit from the American Red Cross.My wife, Danielle, and I reside in Camarillo, and are proud parents of Madeline, Jack and Lillian. My hobbies include playing golf, fishing, spending time with my family, traveling and taking out our RV every chance we get.