I was born and raised in Seattle and was one of four children. I attended the local Catholic schools growing up and played every sport that was available.

I started in finance at 17 years old, working with my father at his mortgage company. I began my journey as a financial advisor at 23 and was fortunate enough to work with and learn from some of the best. I branched out and established my own practice at 27.

In 2019, I moved to Edward Jones in order to continue delivering the best care to my clients. I have completed hundreds of comprehensive plans and have seen the power of due diligence when it comes to building wealth strategies. I believe that managing wealth means protecting what is most important to the client.

In my practice, you will see that we encourage a multi-pronged approach to each client's objectives. We work with high net worth individuals, affluent families and business owners. Our focus areas include tax-efficient strategies, income management and estate and succession considerations. While the strategy may be complex, we will work to help simplify the process for our clients.

When was the last time you looked at your financial picture? You want to know you have the right strategy in place for you and an advocate working to deliver the best. You have a resource at Edward Jones Wallingford, where we will always make time for you. Just give us a call and together, we will find solutions to help you protect, save and grow your wealth.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

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