As an Edward Jones financial advisor, I am dedicated to helping secure the financial future of my clients. Working with well-established local professionals (CPAs, estate attorneys, life insurance specialists and business retirement plan specialists), I first invest my time to evaluate your situation as an individual investor, family or business owner before any of your money is invested.

I joined Edward Jones in 2010 because I believe the Edward Jones approach of a local community branch is the best way to provide personalized service to clients. It is a combination of this exceptional service and personalized advice that is critical to the success of my clients’ long-term financial strategies.

I earned a Bachelor of Science in electrical engineering from Rensselaer Polytechnic Institute in 1995. In 2003, I earned an MBA in finance from the University of Dallas. I was honored to become a limited partner at Edward Jones in 2019.

Continuous learning is a core activity in my branch. I earned the CFP® professional certification in 2020 and the CEPA® professional certification in 2021.

Originally from Ossining, NY, I have lived in Texas since 1997. My wife, Heather, and I have three children: Sophia, Lucas and Reid. We have lived in Frisco since 2000 and thoroughly enjoy the family atmosphere.

My Edward Jones office is located at the northwest corner of Kyser Way and Main Street. Daniella Marchetta is my branch office administrator. She is originally from Brazil and moved to Texas with her husband, Jeremy, in 2017. They now live in The Colony and enjoy spending time with their two dogs: Missy and Chance.

At Edward Jones, we focus on you. The firm has thousands of people and advanced technology supporting our branch so that we can help you and your family reach your long-term financial goals.

I am committed to this community and I am passionate about the financial success of my clients. I look forward to working with you.

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Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Employee Stock Options

My Personal Interests

  • Spending Time with Family
  • Running
  • Home Improvement
  • Sports Enthusiast
  • Camping

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

Branch Team

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