About Me

I am a Financial Advisor with Stifel in San Luis Obispo. I believe that it is important to know the people with whom I do business, and therefore, I feel it is important for me to share some information about myself with people considering working with me.

I grew up in Truckee, California, near Lake Tahoe, and started investing at the age of 10. Investing has been a passion for me ever since I moved to San Luis Obispo to attend Cal Poly, where I earned a Bachelor of Science in Business Administration. While there, I had the opportunity to work for a couple of investment firms doing analytical work.

Throughout college, I always thought that I would become a financial analyst; however, after being raised in Tahoe, and living in San Luis Obispo, the last thing I wanted to do was move to a major city, and that is where all the analyst jobs were. To remain in town, and in the financial field, I started working as a Financial Advisor in 2008 and have enjoyed every moment of my career since.

I follow a disciplined and relatively conservative approach to investing. The focus of my practice is on constructing portfolios of investments (primarily dividend-paying stocks and bonds) to help my clients pursue future income needs. I also provide forward-looking investment planning to help you pursue your long-term financial goals.

I hope to have the opportunity to get to know you better in the years to come and to build a professional relationship.

If there are any investment-related questions that you may have, please feel free to call me to set up an appointment.

Changes in market conditions or a company’s financial condition may impact the company’s ability to continue to pay dividends. Companies may also choose to discontinue dividend payments. When investing in bonds, it is important to note that as interest rates rise, bond prices will fall.