My love for numbers and "performance" began when I started collecting baseball cards at age eight while growing up in New Jersey. After acknowledging the ballplayer's picture, I would flip the card and devour the statistics: What year did he hit the most home runs? How many seasons did he win 20 games?

My other fascination growing up was Notre Dame. I graduated from the university and met my amazing wife, Angela, there. She is from St. Louis, MO, and if you ask, I'll share how I ended up opening my Edward Jones office in California instead of New Jersey or Missouri!

My genuine interest is in understanding what is important to you. From my experience, that is what helps me pursue my passion – helping people make wise financial choices. I focus on working with successful professionals, business owners and families with complex financial needs. Working in partnership with you, I utilize my established process to provide personalized strategies to help achieve your goals.

In this changing financial landscape, I continue to be committed to learning and in 2012, earned the CFP® professional designation. My senior branch office administrator, Kellie, and I are dedicated to providing you with top-notch client service. We enjoy seeing the impact well-informed financial decisions have on our clients and families.

Angela and I have four children and have lived in Half Moon Bay for over 20 years. We are active in our community and particularly enjoy serving the seniors in our area, coaching youth sports and being active members of our church.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Hiking
  • Movies & Entertainment

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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