My grandmother spent 40 years working as a custodian for a NYC public school. Unfortunately, she reached her much-anticipated retirement with no savings, and no plan. Her "golden years" were spent struggling to afford her rent, utilities and groceries. Witnessing this had a long-lasting effect on me. I learned early on that planning for retirement is not an option, it's a necessity.

Before joining Edward Jones, I was the owner of a children’s furniture company and then went into the construction field. Each provided different experiences and opportunities. However, when I had the opportunity to become a financial advisor, I saw I could finally fulfill my desire to help people, like my grandmother, plan and save for retirement.

My wife, Robin, and I have been a part of this wonderful community for over 20 years. Our son, and now our twin granddaughters, have all been raised here. For fun, we enjoy live music, boating, golf, sports and most of all, spending quality time with family and friends.

I'm here to help. I want to understand what's important to you. I'll use our established process to develop a comprehensive understanding of your current financial picture. This allows me to construct a personalized plan, a strategy, to help you achieve your financial goals. We will partner together, throughout your life, to help keep you on track. In addition to retirement goals, I can help with life insurance, long-term care needs, college education strategies and estate goals as well.

Please contact me to learn more about how I can add value to your investment efforts.

Focus areas

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

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Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

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