After graduating from Central Connecticut State University with a Bachelor of Science degree, I started my career at Travelers Insurance in Hartford CT. I completed my MBA at Rensselaer Polytechnic Institute and relocated to Chesterfield, VA in 2000. After spending 23 years working for Travelers Insurance, I decided to pursue my true passion in finance.

I became a financial advisor because I'm passionate about helping others achieve their financial goals. I grew up in Connecticut in a family of five boys and two girls. My parents taught me what an individual can have, if they are willing to make sacrifices and prioritize the most important goals.

Before joining Edward Jones in 2014, I was a client for over 10 years. I am a seasoned investor who has helped many people work towards the goals most important to them. I want to learn about your goals such as: family, retirement, education and wealth transfer, etc.

My practice started out in Colonial Heights in 2014 and I moved to the Midlothian area at the end of 2021. My branch office administrator, Dana Davis, and I have been working together since 2014. We are currently servicing clients in 23 states and are committed to provide you with the level of care and personalized service that you desire.

Spending time and making memories with my family is important to me. My wife, Sue, and I have been married for 29 years. We have three children, Jacob, who is attending JMU, and twins Matthew and Lindsey, currently in high school. We enjoy going to the OBX and visiting family and friends across the US.

Dana and I value the opportunity to help you. We look forward to knowing what is most important to you and helping you achieve goals that you thought were out of reach.

Focus areas

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

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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