My ambition is to help you reach your long-term individual and family goals with a personal approach to financial advising.
I want to understand what is most important to you. We will use an established process to build personalized strategies to help you achieve your goals, and we will partner together throughout your life to help keep you on track.
We believe in convenience for our clients, so in addition to appointments here at our local office, we also have full virtual appointment capabilities to meet in the comfort of your home.
Prior to serving as a financial advisor at Edward Jones, I served five years of active duty enlistment in the Marine Corps from 1998 to 2003. Upon my honorable discharge, I returned home to utilize GI Bill benefits by attending the University of Connecticut. I completed my Bachelor of Science degree through the School of Business with a concentration in finance and graduated with magna cum laude honors in 2005.
In addition to holding Series 7 and Series 66 securities registrations, I also hold the Accredited Asset Management Specialist™ (AAMS®)* designation and am a licensed life insurance, annuity and long-term care professional in multiple states.
*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More
Tax resources and client statements
Make informed investment and tax decisions with helpful and clear information.Learn More