I began my career with Edward Jones in 1999 as a financial advisor in Media, PA – a community I continue to serve today.

At our branch office, we develop a relationship of trust that assists our clients in defining and achieving their serious financial goals, especially for those families dealing with catastrophic illnesses, such as Alzheimer's disease. We deliver a consistent, personally tailored client experience geared toward organizing and coordinating every aspect of their financial affairs to help meet their needs and accomplish their goals.

I have served Edward Jones in many capacities – serving as a visiting veteran and growth and performance specialist, and culminating in being invited to become a regional leader in 2006. In this role, I supported and guided 50 financial advisors located throughout eastern Pennsylvania, Delaware and New Jersey. I grew the region to over 100 offices, eventually splitting into two regions for the firm. I was named a principal of the firm in 2009 and retired as a regional leader in 2013.

I have continued my practice with Edward Jones in Media, PA, where I am an active member of my community, serving as past president of the Media Rotary Club and assistant troop leader for the Boy Scouts of America. I currently serve as chair of Cityteam Ministries. I've also served on the boards of the Delaware Valley Alzheimer's Association and the Main Line Adult Day Care Center. I currently serve on the boards of Main Line School Night and the Charlestown Hunt community. I received my B.A. in 1986 from the University of Richmond, where I majored in psychology. I am a native of Malvern, PA, where I still live today. I have been married to my wife, Amy, for 30 years and am the proud father of three adult children.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Charitable Giving
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Wine Collecting/Enthusiast
  • Trivia

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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