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.

In 2001, I began my Edward Jones career as a financial advisor in Omaha. In addition to my own practice, I also serve the firm as a coach for new financial advisors in our region.

I earned a bachelor's degree in business administration from Providence College. In 2006, I received my AAMS® professional designation from The College for Financial Planning for successfully completing a 12-module professional education program, passing the final examination, committing to its code of ethics and agreeing to pursue continuing education.

My wife, Pam, and I have been married since 1994 and have three children. Originally from Boston, MA, I have lived in Midtown Omaha since 1997.

I am an active member of the community, including past board chairman of the Sacred Heart Catholic Church Finance Committee and past president of the Midtown Business Association, Blackstone Business Association and Dundee Memorial Park Association. I have been active in business and civic affairs in Midtown Omaha for many years.

My senior branch office administrator, Linda, has worked for Edward Jones since 2006 and is dedicated to providing you with the highest level of service. Please don't hesitate to call her with questions concerning your statement or your account.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.