As the son of a businessman and grandson of Greek immigrants in St. Louis, MO, the importance of saving and investing was instilled at a very early age. I saw first-hand how financially difficult life's journey can be, so choosing the investment profession was an easy decision shortly after graduating from the University of Missouri.

This year I'm very grateful to have celebrated 33 years at Edward Jones. One of the greatest aspects for me as a financial advisor is really getting to know the people we serve. Everyone has their very own personal story to share – about their life, family, business or career. It's what shapes their financial goals and dreams, and what drives our process for creating tailored financial solutions that nurture long-term relationships. Being entrusted as an integral financial partner is a serious privilege. It may be a tall order, but my goal is to try and enrich our client's lives as much as I am happy to be a trusted part of them.

Our team includes Senior Branch Office Administrator Nancy Balistreri, who started with Edward Jones 31 years ago and Sharon Krizan, an accomplished career professional and friend who joined our team six years ago.

Uniquely, Edward Jones is one of the few remaining major investment firms that is still a partnership. I became a limited partner in 1993 and volunteer as a field trainer and mentor, and have served as the recruiting leader for the Northern New Mexico region. I've enjoyed supporting youth sports and have been active in civic and business affairs for many years in our community.

My wife, Tracy, and I met at the University of Missouri in Columbia and are proud residents of Rio Rancho, NM. We've been married for 38 years and have three grown children. Both of us enjoy running, hiking and snow skiing.

If you would like to review your current strategies or simply need some financial guidance, give us a call. We're here to help.