I am an Edward Jones financial advisor with 22 years of financial services experience. I provide highly personalized service. All aspects of my business are aligned to help me better understand and help meet my clients’ unique goals and needs. As a financial advisor, I combine my years of experience with my educational background to create customized investment strategies. I most enjoy helping my clients plan for and work toward achieving their individual goals.

I received my bachelor's degree in management from Post University, a private school in Connecticut. I also earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification* and the Certified Investment Management Analyst® (CIMA®) professional designations.

I relocated to Arizona in 2007 and started with Edward Jones in early 2017. I live in Scottsdale with my wife and three children. I enjoy hiking and all sports. As an early riser, I can be found in my office most mornings before 7 a.m.

I would truly appreciate the opportunity to learn about you, and to work together if you feel we are a good fit. Please contact our office so we can begin to discuss your situation and options.

* 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.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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