In 2001, I joined Edward Jones as a financial advisor. I became a limited partner in 2011. I also serve or have served in various leadership positions and mentoring roles within the firm.

My teammate and senior branch administrator, Kathryn Chapman, and I have a combined 40 years of experience.

Many years ago, I built my own long-term financial strategy and fell in love with the process. I discovered I have a true passion for investing and the comprehensive process that goes along with it. That passion has turned into a long-term career helping people build, maintain and transfer wealth.

Prior to joining Edward Jones, I served six years in the US Navy as a Supply Officer. It was there when I realized just how many people lacked any form of a financial strategy. I made it my priority to educate as many sailors as possible during my years in the Navy.

My wife, Dee Dee, and I have been married for 24 years. We have two boys: AJ and Michael. We love to travel as well as boat around the Chesapeake Bay. I also enjoy coaching our boys' basketball teams.

My first priority is to know you and what matters most in your life. Working together, we will review your concerns, prioritize your goals and create a strategy to help you achieve the outcomes you desire. I'll draw on the world-class research, subject matter experts and a robust investment platform at Edward Jones to ensure all aspects of that strategy are the most appropriate fit for your needs.

Connect with me if you:

-Are retired, or near retirement, and seeking a holistic retirement plan
-Are in transition workwise and want to explore your financial options
-Are dissatisfied with your current advisor and would like a second opinion
-Are a business owner or executive looking for professional advice and guidance
-Are interested in proactive strategies for wealth transfer and estate considerations

I look forward to talking with you soon!