As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before we make any investment decisions. I am fully committed to listening to, understanding and counseling my clients as we build financial strategies together. I believe that people deserve sound financial advice and a partner who will help keep them on track throughout their lifetime. While my relationships with clients are founded in business, their effects are more extensive; my work with clients is woven into the very fabric of their lives. It is a privilege to help them grow and protect their wealth, and to even provide for future generations.

Since joining Edward Jones in 2000 and opening what is now our longest standing Philadelphia office, I have been passionate about giving back and serving others. I have held numerous leadership positions within Edward Jones and was invited to become a limited partner in 2015. I was named a principal with the firm in 2018 as a regional leader, providing leadership and support to over 120 Edward Jones branch teams in southeastern PA. In 2013, I was honored with the Ted Jones Spirit of Caring Award for exemplifying the firm's values, culture and spirit of giving back to others.

My senior branch office administrator, Lynne Sacchetti, is an Edward Jones limited partner and has over 17 years of experience with the firm. Together, we are able to provide the highest possible level of personal service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and individual needs.

My wife, Stephanie, and I met at Syracuse University, were married in 2004, and have three children: Brayden, Tyler and Avery. We enjoy spending time with each other and friends, sports and traveling.

Please contact me if we can also get to know you, discuss your current situation and help you thoroughly explore your options.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Woodworking
  • Rowing

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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