University of California Davis SELF topics

Edward Jones Financial Advisor for University of California Davis

I help people plan for their financial security in University of California Davis

Welcome to Edward Jones!

As a financial advisor, I work closely with my clients to learn about their goals and dreams, whether planning for retirement, saving for college education or building a nest egg for those left behind. Partnering together, I adjust and adapt to fit their evolving needs to help make those dreams a reality.

I have always felt that building trust with my clients is the key to a strong relationship. After graduating from Western Connecticut State University, I worked as a corporate relocation specialist for 13 years. I guided and supported my clients and their families as they moved from their home to new cities across the US and around the world.

I entered the financial world 10 years ago where I worked as both a personal and business banker. I continued to build strong relationships with my clients as I worked to find the best financial solutions to fit their needs. I soon realized that the best way I could accomplish that was as a financial advisor. I am grateful to join a fantastic team, here at Edward Jones, that gives me the best opportunity truly make positive impacts in people's lives.

I work hard for my clients so I can support my wonderful family. I married my wife, and best friend, Marla, 21 years ago. Our son, Will, and our daughter, Cayley, are the best parts of our lives. No family is complete without its fuzzy members and we love our dog, Rex, and our little guinea pig, Fred! In my free time, I love to cook, hike and play ice hockey. I also coach youth hockey and high school teams.

Download FREE Tips  

 
 

EDWARD JONES FINANCIAL ADVISOR FOR University of California Davis

CALL Schedule (623) 544-1399 or Email to SCHEDULE A COMPLIMENTARY CONSULTATION



Creating money is just like creating anything else in your life. It involves not being attached to it, and not giving it power over your life in any way.
Dr. Wayne W. Dyer

 




 

more self

SCOTOMAVILLE 02.03 University of California Davis Expectations
SCOTOMAVILLE 02.03 University of California Davis Expectations
What you can expect about expectations is that they are strongly linked to your strengths - which are your coping mechanisms from your childhood wounds. Therefore they are absolutely strong indicators of patterns and habits that are ripe for adjustment. Have a look at your streng...

University of California Davis Veteran Counselor Training
University of California Davis Veteran Counselor Training
This University of California Davis veteran Counselor training is in-person, and highly interactive. It is filled with hands-on exercises, live and video recorded demonstrations that are insightful and thought provoking. You'll see your physical blind-spots, understand your thinking

University of California Davis Intuitive NLP Coaching Irene Salazar
University of California Davis Intuitive NLP Coaching Irene Salazar
"I am an amazing Coach!" That is what I hear from all of my clients and students. What I do, day in and day out, is help women life coaches and entrepreneurs discover their personal power by taking them through my Signature 7-Step Program so they can be motivated to live a life o...