As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding 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 with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
After graduating from the University of Maryland in 1994 with a degree in finance, I spent more than 15 years as both a government bond broker and an equities trader before joining Edward Jones in 2013. In addition to my securities registrations, I've completed my CFP® and AAMS® professional certifications.
In 2006, my wife, Dana, and our two children, Eliza and Lewis, moved from New York City to Newtown, CT. I've chosen to take an active role in our community. In addition to being on local boards of directors, I enjoy making connections, often making introductions when appropriate. Leading fundraisers for a wide range of charities and nonprofits is a priority for every member of my family. For many years, my wife and I have run the Ragnar Relay Series as a way to gain support for many of those causes. My family and I love Connecticut and the friendships we have made. Working for Edward Jones has enabled me to deepen relationships and become further entrenched in our community.
Relationships are key, and in our view, meeting face to face makes them stronger. We meet when it’s convenient for our clients because we recognize the challenging needs of their business and their lives. We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
Remember, at Edward Jones, we're focused on you.
- Divorce Finances
- Retirement Savings Strategies
- Entrepreneurs & Business Owners
- Portfolio Reviews
- Retirement Income Strategies
My Personal Interests
- Sports Enthusiast
- Personal Fitness
- Spending Time with Family
- Fine Dining
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More