As a University of Pittsburgh grad with a B.A. degree in economics, I began working in the financial services field with Citigroup. After 12 years there, I came to Edward Jones in 2004.
While with Citigroup, I attended Management 1 and 2 of the National Institute on Consumer Credit Management at Marquette University.
I value the ongoing education my field requires and hold the Certified Financial Planner™ (CFP®) professional designation. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I was active in local Rotary for over 10 years and am proud to have served as a past club president.
I live in West Chester with my wife and twin daughters.
Assisting families with their individual, specific financial goals, while coordinating with their attorneys, CPAs and other professionals, is our passion.
My Personal Interests
- Spending Time with Family
- Coaching Sports
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