In my life, I have always put others needs first, and in the world of corporate finance that continues to hold true. As a financial advisor, I welcome each day knowing that I am making a difference in each of my client's lives by helping them achieve their personal financial goals.

It is extremely satisfying to see my client's face light up knowing they are going to be cared for in a manner that best suites them. My branch office administrator, Diane Smola, and I strive each and every day to provide that ideal client experience.

I was a late bloomer and finished my collegiate career while working full time. Having some work experience aided my education for both undergraduate (Quinnipiac University) and graduate (University of Phoenix) studies and I was able to provide real life situations to classroom concepts. I use that same experience now with each client I interact with on a daily basis.

An avid, but mediocre, golfer, playing a round provides time to recalibrate and refresh. You know what they say about a bad day of golf! Love college football, go Dawgs!, but my true sports obsession lies with the NFL and the Washington Commanders [formerly known as the Redskins]. Too long of a tale to tell, suffice it to say when I was younger, I received an autographed picture of Larry Brown and that solidified it for me. My beautiful wife and our two children are my rocks. I am very grateful that they always have my back and believe in me unconditionally.

I am honored that you viewed my website, and I am looking forward to working with you to promote the achievement of your long-term investment strategy! Working together to attain your financial dreams is my best work!

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • New Investors
  • Business Retirement Plans
  • Portfolio Reviews
  • Military Professionals & Veterans

My Personal Interests

  • Cooking
  • Football
  • Personal Fitness
  • Skiing
  • Golfing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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