My mission is to provide our clients with concierge service and meaningful financial advice.
In 2018, I joined Edward Jones, running one of the four offices in Irvine, CA. I was drawn to the firm's high ethical standards and its emphasis on putting the client first. Edward Jones is not publicly traded, and our partnership structure uniquely enables us to make our clients' interests, not shareholders' interests, our number one priority. In 2022, I achieved the accolade of being named a limited partner.
In addition to my role as financial advisor, I also hold the privilege of being on the Edward Jones Retirement Plan Committee. I am one of eight financial advisors out of over 18,000 appointed by the retirement products team in our corporate office to help oversee products and solutions for both current and potential retirement plan clients all across the U.S. I am very proud of this achievement as it allows me to help my firm better serve our clients.
As for my educational background, I earned a Bachelor of Science in business administration with a concentration in finance from the University of California system. I also hold the following professional designations from the College for Financial Planning: AAMS™, CRPC™ and CRPS™.
Prior to moving my practice to Edward Jones, I worked at various financial firms and primarily focused on wealth and corporate treasury management, and business retirement plan consulting. At my last Wall Street Firm, Raymond James Financial Services, Inc., I served as a financial advisor and team member of the Retirement Plan and Institutional Advisory Council (RIAC).
My Sr. Branch Office Administrator, Janet Hunziker, has over 17 years of experience within the financial services industry. Janet and I are dedicated to providing you with the highest level of service possible.