My passion in life is helping people with their finances. Knowing that we help make a positive impact on clients' lives and help them reach what is important to them is extremely satisfying.

I earned a bachelor's degree from the U.S. Naval Academy and served six years as a Special Operations Officer in the Navy prior to joining Edward Jones. My wife, Lisa, and I moved to West Chester in 1998 and have two daughters, Taylor and Courtney.

In 1998, I joined Edward Jones as a financial advisor, opening the first branch office in West Chester, PA. I became a limited partner in 2003. In addition, I was named a principal with the firm in 2015, with responsibilities for the top performing branch teams as a member of Advanced Branch Team Performance.

As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what is important to you before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

I received the Accredited Asset Management Specialist™ (AAMS®) professional designation in 2001. 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.

I am very active in the community and am a member of the Exchange Club of West Chester, Greater West Chester Chamber of Commerce and the Masonic Lodge of WC. Also, I served as past president of the West Chester Area Senior Center, Exchange Club of West Chester and the Greater WC Chamber of Commerce, and was a member of the Saint Agnes Pastoral Council.

My Registered Branch Associate, Emily Lanning, and Senior Branch Office Administrator, Tarrayon Iwanicki, have over 30 years of combined experience and are dedicated to providing you with the highest level of service possible.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Car Restoration
  • Personal Fitness
  • Traveling

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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