We want to get to know you, your family and how we can best serve you. My team's mission is to uncover your specific needs and put together your unique strategy using an established process to reach your goals. We focus on helping clients build wealth and intergenerational wealth strategies. In our office, we enjoy working with serious long-term investors who understand the importance of patience and a good sense of humor. Both women bring unique qualities to our office which definitely includes lots of laughs and fun. She's also a devoted wife and is mother to a teenage boy. Our Senior Branch Office Associate, Sharon Bello, has extensive experience in administrative and concierge service. Nicole is a devoted mother to two young girls. Our Registered Branch Associate, Nicole Wade, is registered and assists with changes or updates that occur within your goals, portfolio, objectives or suitability. I couldn't do my job without my skilled support team. We enjoy traveling, skiing, hiking and spending time with our kids and pets.

I have three children, two dogs and a wife, although not necessarily in that order! My wife is a recently retired long-time Petaluma physician. I am extremely proud of my company and my tenure here. I love how special and unique Edward Jones is. Once I discovered Edward Jones in 1999, that was it. Putting clients first has always been deeply important to me. These institutions weren't making it a priority to put clients first. After attending UC Santa Cruz, I spent years working at other financial service firms.

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