
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.
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I've been fortunate to call Mesa, Arizona, my home since August 2007. Originally from Long Island, New York, I moved to be close to family and enjoy our beautiful Arizona climate. I am blessed to be married to my lovely wife, Whitney, since October 2013. We have two wonderful children, our son, Reid, and daughter, Madelyn, as well as our lab-mix, Boomer, who we are proud to have rescued. For fun, I love to spend time with my family, play music and cook.
I truly believe that life is what we make of it. Some advice I was given that has served me well is that it's always important to have something to look forward to. But to have something to look forward to you need a plan to make it become a reality. This was what led me to become a financial advisor with Edward Jones, and that's where I can be of most help to you and your family. We start out by getting a firm understanding of what's most important to you, and then use an established process to build you a personalized financial strategy tailored to your specific goals.
I have a passion for serving others and making sense out of investing. I pride myself on truly getting to know my clients and educating them about their choices. To me, it is critical to understand why we make the financial decisions that we do and how those decisions ultimately impact our goals. My objective is to partner with you over the course of your life to make sure we stay on track to meeting your goals by ensuring that there is a mutual understanding of how your investments are working for you.
Whether your "something to look forward to" is your retirement, paying for your children or grandchildren to attend college, providing financial protection for your family or developing a strategy for your financial legacy, we can work together to achieve what is most important to you.
Thanks for taking some time to learn a little about me. Now, let's spend some time to invest in your future, today.
Weekday | Availability |
---|---|
Mon | 08:00AM - 04:00PM |
Tue | 08:00AM - 04:00PM |
Wed | 08:00AM - 04:00PM |
Thu | 08:00AM - 04:00PM |
Fri | 08:00AM - 04:00PM |
Sat | By Appointment Only |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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