My mission is to serve my clients by partnering with them for life through education, investment management and comprehensive planning to help them achieve their best life and financial outcome.
I came to Edward Jones in 2018 after working for over 20 years in the investment management industry because I felt called to apply my knowledge and experience directly to the needs of the individuals and families who could personally benefit. I have had the great fortune to learn from and be mentored by some of the best minds in economics, finance and investing from my time at Baylor University through my career at some of global Wall Street's top firms. I have also had the experience of successfully managing clients through the peaks and valleys of everything from the 90s Sovereign Debt Crisis, the Tech Boom and Bust, as well as the Great Recession and the subsequent bull rally, and have been privileged to make numerous presentations to international audiences regarding the intersection of investment markets and economies.
Since 2011 I have lived in Mount Lebanon, PA with my incredible wife of 20-plus years and two tremendous sons. We spend considerable time hiking around beautiful Western Pennsylvania and other parts of the country with our very lucky dogs. You're much more likely to find us in a cabin than a hotel on vacation.
Relationships are key and we will partner together throughout your life to keep you on track. We are available by phone, WebEx, or in person at your convenience. Your time is valuable and we welcome the opportunity to provide you with our highly personalized services.
My Personal Interests
Office Address2940 South Park Rd Suite 104
Bethel Park, PA 15102
|Mon||08:30AM - 05:00PM|
|Tue||08:30AM - 05:00PM|
|Wed||08:30AM - 05:00PM|
|Thu||08:30AM - 05:00PM|
|Fri||08:30AM - 05:00PM|
|Sat||By Appointment Only|
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