When I finally came to accept the realization that I wasn't going to get drafted by the San Francisco 49ers, tackling pain points threatening a client's financial stability became my goal!22 years in the financial industry revealed a wide gap in how clients were planning for their future, specifically how they were converting established wealth into a source of ongoing income and family legacy. After multiple attempts, it was a client of mine who finally convinced me to become a financial advisor. I chose Edward Jones because I believe we are a firm who still sees the value of human capital.One-size-fits-all may be fine for some investors, but I believe investments should be tailored to your needs and not generically offered based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, planning for charitable giving, tax mitigation, planning for the unexpected or creating an estate or inheritance, I can offer investment solutions tailored to all your financial goals.My hope is to always motivate and inspire my clients to define what living well now and in retirement looks like. The result of our collaborative effort is the confidence that the planning they've done is enough to live the life they want to live, with room to impact the community they love through charitable giving.When I'm not tackling financial strategies or making touchdowns with your goals, you can find me spending quiet time with my two children, Jonathon and Ava, and my two bulldogs, Mo'ne and Kobe; collectively, the four of them keep me pretty busy outside of work. Yes, she's a Laker fan too! I serve my community at New Hope Community Church and through organizations like Foster the City, Mobilize Love, Rebuilding Together Silicon Valley and Gilroy Rotary.I may not be on the 49ers, but I'd love to quarterback your team and line up with other professionals who collectively work together in providing comprehensive financial advice and guidance through every season of your life. Let's make a game plan for your future!