I have heard from many retirees that you should always retire to something, and that you should love what that day-to-day will look like. Well, I guess I am retired, because every day I wake up, prepare for the day and go to the office to do what I enjoy the most – working with clients and their families to help them achieve their life needs and dreams.

In the early 1990s, I worked for a major national brokerage firm and a national bank. Since 1994, I have had the opportunity to serve my clients with Edward Jones providing the tools, resources and research to best serve my clients in a consistent and proactive manner.

Our focus is working with retirees, their families and friends to promote financial security for today and efficient wealth transfer for the future. We also work with a select group of business owners that understand and want to maximize their retirement savings options before it is too late to do so. I utilize my diverse training and extensive knowledge to identify and implement customized strategies that will best suit my client's needs of balancing risk, return and most importantly, expectations.

My registered branch associate, Erica Webber, has more than 23 years of experience with Edward Jones and is here to assist you with your financial needs. Julie Pierce, my branch office administrator, is able to help with your administrative needs.

At Edward Jones, I have held key roles in training, coaching and mentoring other financial advisors; received numerous recognitions for performance excellence; and served as a principal and regional leader responsible for more than 50 financial advisors and their branch teams.

Originally from the NY metropolitan area, I have lived on Hilton Head Island with my wife, Betsy, since 1985. We enjoy golf, biking, sporting clays and pairing my knowledge of wine with my passion for cooking. We support many community, town, county and national charitable organizations.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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