After growing up in Brooklyn, NY, I graduated from the Pace University Lubin School of Business and was immediately drawn to Wall Street. I became fascinated with the equity markets and obtained the Series 7 license in 1996. Over 19 years ago, I made the move out west and I’ve found my forever home in the Rancho Equestrian, Glendale/Burbank neighborhood and have found my “forever firm” in Edward Jones.

With financial roots over 25 years deep, I strive to serve my community, business owners and individuals in areas such as investments, retirement, college planning, estate strategies and insurance. In order to accomplish that, I believe in creating a team of professionals working in partnership for your best interests. Creating a collaborative effort between myself and your accountant, attorney or business manager builds a safe and structured environment for me to help you achieve your financial goals.

At Edward Jones, our investment philosophy is to take a managed risk approach to investing. This is accomplished by building personalized investment strategies for each individual that include quality diversified portfolios, built for the serious, long-term investor. Each portfolio is carefully crafted based on individual goals, risk tolerance and time horizon, backed by Edward Jones research teams and the Investment Policy Committee (IPC).

I’ve been married for 19 years to my wife, Elizabeth, and we enjoy living on our equestrian property with our son, Justus (16), our daughter, Jordana (14), our bird, Cheeky, our dog, Charlie, and of course, our horses, Pal and Midnight!

I love spending time on the trail, attending sports events and serving in our church community. One of the most amazing experiences I ever had was going on a mission trip to El Salvador and drilling a water well. I believe it is a great honor to serve people's needs and I look forward to working together to serve yours.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • LGBT Finances
  • Charitable Giving
  • Insurance & Annuities
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Horseback Riding
  • Real Estate
  • Baseball
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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