As an Edward Jones financial advisor, I am fully committed to listening to, understanding and counseling my clients as we build financial strategies together. I utilize an established process to tailor solutions to my clients that best fit their unique goals, life circumstances and feelings about risk. Throughout the entire process, I offer straightforward advice and educate my clients to ensure they are fully informed regarding their options and opportunities.

I believe that people deserve sound financial advice and a partner who will help keep them on track. 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 be invited into my clients' lives and work with them to grow and protect their wealth and help them provide for future generations.

Though I was born and raised in California, my wife, Lydia, and I now call the suburbs of Philly home where we reside with our three daughters. In my spare time, I enjoy golfing, working on classic cars and volunteering in my community. I am passionate about giving back and have held numerous leadership and mentoring positions to that end. Currently, I sit on the board of directors for the Newtown Business Association which seeks to serve local businesses in our community.

Whether you are saving for college, planning for or living in retirement, securing a future for your loved ones or just beginning your financial journey, we can work together to develop specific strategies to help you achieve your goals.

Contact my office today.

My Personal Interests

  • Car Restoration
  • Community Outreach
  • Golfing
  • Spending Time with Family

Office Information

Office Hours

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

Branch Team

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