Two days after my 18th birthday, my father took me to his financial advisor to open an IRA. He was generous enough to match what I put in so I could fully fund it. I started investing $25 each month. Since that day, I have understood the importance of saving and investing for the future.

I have been a financial advisor with Edward Jones in South Florida since 1999, becoming a limited partner in 2010. Prior to joining the firm, I was a trial and estate planning attorney in New York City. That experience of working with and representing thousands of people from many different cultures and backgrounds has served me well in building a successful practice focused on understanding what is most important to my clients and partnering with them to achieve their financial, lifestyle and family protection goals.

In preparation for my professional career, I earned a Bachelor of Science degree in business administration from the Kenan-Flagler Business School at The University of North Carolina - Chapel Hill and a Juris Doctor degree from Elisabeth Haub School of Law at Pace University in New York. I have achieved the designations of CFP® and AAMS®, in addition to holding Series 7, Series 65 and Series 66 securities registrations and an insurance license.

My wife, Betsy, and I have raised our two sons, Spencer and Marcus, in Parkland, FL. We been involved in Congregation Kol Tikvah and In Jacob's Shoes, helping to provide shoes and school supplies to South Florida children in need.

Our branch team is led by Senior Branch Office Administrator, Carrie Walker, who started with Edward Jones in 2006, and also includes Branch Office Administrator, Elizabeth Hagensick. We look to partner with members of our community who wish to work "one-on-one" with an experienced team dedicated to doing what is in their interests while providing the highest level of service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Golfing
  • Cycling
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 05:30PM
Tue 07:30AM - 05:30PM
Wed 07:30AM - 05:30PM
Thu 07:30AM - 05:30PM
Fri 07:30AM - 05:30PM
Sat By Appointment Only
Sun Closed

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