At Edward Jones, building trust and a relationship with each client is of the upmost importance to helping each person reach their financial goals. I believe it is necessary to understand what is significant to each person, as it isn't the same for everyone.

After being an Edward Jones client for seven years, I decided to make a career change from 15 years in the healthcare/prescription benefit manager industry to becoming an Edward Jones financial advisor. I made this move to truly help people who have transitioned out of jobs, who have children or just need assistance with financial strategies and retirement planning. My financial advisor helped me through my transitions and now I have the opportunity to do the same for others.

We will work together to develop specific strategies to ensure that you are assuming the appropriate level of risk to withstand the long-term effects of the market for you and your family's future financial security.

I value your trusted relationships. I welcome the opportunity to work with your attorney, accountant and other key partners to help deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

A bit about me personally: Originally from Budd Lake, NJ, I received my bachelor's from Susquehanna University in marketing with a minor in accounting. I currently reside in Pompton Plains, NJ with my wife, daughter and numerous pets. In the community, I am an active member of the Lincoln Park Lions Club and volunteer/coach for the Boys and Girls Club of Pequannock.

I would love to answer any questions you may have. I look forward to partnering with you.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • New Investors
  • Retirement Income Strategies
  • College Savings
  • Portfolio Reviews

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More