Our Clients:I love organizing finances to help businesses and families create generational wealth. We focus on creating wealth strategies for nonprofit organizations, endowment funds, educational institutions, construction businesses, health care professionals and attorneys.Our Mission:We want our clients to feel heard, understood and acknowledged.We have an established process and work together to help stay on track.We use organization to create confidence in your financial future.Our Process:At Edward Jones we help clients determine how their financial goals can be realized, even during times of uncertainty. We pride ourselves on our commitment to high-value service for clients.Our Common Client Concerns:1. Can our business generate interest on working capital? 2. Will I have enough money to maintain my lifestyle when I stop working?3. What investment strategies are designed to help lower my taxes?4. What does an optimal investment portfolio look like?5. Will my loved ones seamlessly inherit my money?6. Can my business succession plan create a strategy for me to safely retire? Our Accomplishments:In 2018, I was awarded a full scholarship by the Penn Mutual Center for Veterans Affairs on behalf of the American College of Financial Services, where I earned the Chartered Financial Consultant® designation, or ChFC®. I am thankful for the life lessons instilled in me by the U.S. Army and thankful to all those who have served in our U.S. armed forces. Our Values:My favorite pastime is creating memories with my 4-year-old son (Daniel), 1-year-old daughter (Desiree) and wife (Jennifer). Our Siberian Husky (Greywind) loves escaping to socialize with our neighbors in San Antonio Heights. I was born locally at San Antonio Regional Hospital, where my children were also born. I feel blessed to be able to service my local community at our Edward Jones office in downtown Upland. I spent a decade attending school in Claremont, where I am still a member of the Claremont Club. My alumni family extends to the Damien High School community and Loyola Marymount University community. I enjoy anything competitive but especially love tennis, pickleball, basketball, football and chess.How Can We Help? Contact me to get started.