As a financial advisor for 15 years, I have advised clients during different life stages, complex investment situations and ever-changing market conditions. My goal has been to help reduce my clients' stress around financial matters and to clarify their financial goals.
In line with the philosophy of Edward Jones, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help ensure you have a comprehensive retirement savings strategy to help give you more options when you retire, regardless of what you decide to do.
In 2005, I began my Edward Jones career as a financial advisor in Cornwall. I attended PACE University and graduated in 1987. I also hold the AAMS® designation from the College for Financial Planning.
My wife, Lisa and I have three children and have lived in the community since 1987.
My Senior Branch Office Administrator, Emily Kelsey, has 14 years of experience and is dedicated to providing you with the highest level of service possible. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique financial goals and needs.
My Personal Interests
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