When it comes to investing your hard-earned money, having a team of experienced professionals on your side can make all the difference. That's why I'm so proud of my work as an Edward Jones financial advisor, where I get to have a direct hand in helping members of my community reach their long-term financial goals. It is my goal to become a trusted financial resource for our community and that starts by bringing you closer to your financial goals.
My personal and professional experiences have helped guide me toward the world of finance. My family immigrated to the United States from Italy when I was 2 years old. I learned early on about the value of saving money from my mother. She understood the hard work required to build a better life for our family and passed on the importance of saving for retirement.
In 2008, I began my career in the financial industry working with 401(k) plans and quickly realized I had a real aptitude for investing and tax strategies. Now, I bring that knowledge and experience to Edward Jones and my clients as a financial advisor. I am excited about creating tailored investment solutions for my clients as they save for education and retirement, pay down debt or purchase their dream home.
Our Tualatin branch serves clients from all areas of life in Oregon and Washington as well as across the country. I am incredibly proud of our team's level of customer-care. Our team collectively has over 40 years' experience with the firm.
Outside of the office, I have an amazing wife, Karla. We married in 2017 and have since adopted a Jack Russell terrier. We are very active and enjoy going to the gym, hiking and camping. We love all the opportunities that living in the Pacific Northwest offers. We are also enthusiastic foodies who love trying local restaurants and breweries. We believe in giving back to our community by volunteering in local food drives and other community service activities and supporting small local businesses as much as possible.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Business Retirement Plans
- Entrepreneurs & Business Owners
- College Savings
My Personal Interests
- Health & Nutrition
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