Best Stock Broker Oceanside Near Me

4worldlovers: As a financial advisor with Edward Jones, I focus on providing wealth strategies to families and small business owners in the community. My clients trust me to help navigate them through certain life events, such as retirement, loss of a loved one, or job change. I want to understand what is most important to you. I specialize in establishing strong relationships and integrating personalized strategies to help you achieve your financial goals. This is a lifetime partnership for your financial future.

I joined Edward Jones as a financial advisor in 2014, and my office is in beautiful Oceanside, CA. Prior to Edward Jones, I attended Arkansas State University and graduated in 2007 with a BA in communications. Originally from Northern CA, I've lived in Oceanside for over 10 years with my wife, Nicole, and son, Blake.

Giving back to my community has always been important to me. I am an active member and 2020-2021 president of the Rotary Club of Oceanside. I am also an active board member of the Mottino Family YMCA serving on the Finance Committee.

My branch office administrators, Julie Capps and Nicole Maas, have more than 40 years of combined industry and business experience. They are the heartbeat of my practice. Julie is originally from the San Diego area and is married to her husband, Charlie, and has two sons, Charlie Jr. and Tommy. Nicole (Nikki) is originally from Los Angeles and is married to her husband, Dale, and has one son named Blake. They will provide you with the highest level of service and dedication.