As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. It is gratifying to work for a company so aligned with my belief that the client comes first.

With my mother being a Holocaust survivor, there has been no better role model to demonstrate what it means to be strong, caring and compassionate. I strive every day to make my office a place where anyone, especially my mother, would be comfortable. It is a warm and friendly place to congregate. A place where dreams are put into action; a place where you know your strategy was designed with your goals in mind. And sometimes, a safe place for an ear to listen and a shoulder to cry on.

Showing care and compassion is the core of my motivation. Since 2022, I've been chair of the Walk to End Alzheimer's, hosted in New Milford, CT. Alzheimer's is very personal to my family. My mom is not only a Holocaust survivor; she was also diagnosed with Alzheimer's in 2022. It's her overflowing optimism that drives my commitment to the community and my clients.

Whether it's planning for retirement or a special purpose such as a home or a child's education, you will receive as much time as you need. In addition, if you are a business owner, we can support many of your diverse financial needs. What's most important to you is what's most important to us.

My wife, Dawn, and I are New Milford, CT, natives. We have been married for over 28 years and have two children that make us very proud. We are also avid dog lovers and have three that keep us on our toes. Dawn is a dog massage therapist which makes them very happy. We enjoy the outdoors, hiking, skiing, traveling and pursuing new adventures.

My branch team includes another New Milford native, Chrissy Geary Gorbecki. Chrissy has been involved in the New Milford community her whole life, including Relay for Life events, and as a long-time local scholarship board member for graduating New Milford High School students. She has also worked for multiple nonprofits providing services for local families and small business owners.

We strive to understand what's most important to you and will partner together to help keep you on track for the rest of your life. We also welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a tailored strategy to help you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Charitable Giving

My Personal Interests

  • Skiing
  • Community Outreach
  • Hiking
  • Traveling
  • Pickleball

Office Information

Office Hours

Office Hours
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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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