In 2006, I joined Edward Jones as a financial advisor. As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family so that you have more options when you retire, regardless of what you decide to do.

I earned a Bachelor of Science from the Virginia Military Institute in 1981 and a master's degree in business administration from Central Michigan University in 1983. In addition, I received the Accredited Asset Management Specialist™ (AAMS™) professional designation in 2009 and the CERTIFIED FINANCIAL PLANNER™, or CFP®, professional designation in 2012.

The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

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.

My wife, Lotte, our two children, Gabe and Maria, and I have lived in Elk Township of Gloucester County since 2004.

At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help reach your long-term financial goals.

Call our office at 856-415-7800 and speak with Chris Oliver or Stephanie Foti, our branch office administrators, to schedule an appointment.