In 1999, I began my career with Edward Jones as a financial advisor, immediately following my graduation from Brigham Young University with a degree in business administration and an emphasis in finance. In 2009, I received my CFP® certification, granted from the Certified Financial Planner Board of Standards (CFP Board). More recently, I received my CPWA® designation from the Investments & Wealth Institute® in 2022.

My senior branch office administrator, Nellie Mesa, joined our office in 2000. Together, we have established the longest-serving branch team in Bakersfield, California. Both Nellie and I are limited partners of Edward Jones. In 2024, we expanded our branch team to include Spencer Gumm, a registered branch associate. With the addition of Spencer, we are positioned to provide you with deeper insights, perspectives and guidance and an overall exceptional client experience.

My wife, Amy, and I married in 1997 and have made Bakersfield our home since 1999. Together, we have five children and one grandchild and are active members of the community, volunteering to serve in our church and supporting various local organizations, such as the Alzheimer's Disease Association of Kern County and the Bakersfield Symphony Orchestra. I joined Rotary International in 2009 and the Bakersfield Breakfast Rotary Club in 2016. I also serve on the board of the Bakersfield College Foundation, having been a member since 2011 and past board chair from 2018-2020.