Working with me is a two-part experience. First, we will gather insights into the stock market and investing landscape to help determine where you are and where you want to be. The second part is that we also have our home office, a firm with almost a century of experience, helping us along the way. The beauty of this is that by having such tremendous support, resources and industry knowledge behind me, I can focus my efforts solely on my clients and truly understand their needs and goals.

At our office, we are truly there for you. When you call our office, you won’t have to wait on the line for hours and explain to a stranger how you feel when the market changes. Instead, you’re able to reach me quickly and promptly to make changes if needed. Here, we know that the emotional support of having a financial advisor who understands you, your life situation and how you feel about risk is paramount.

I am blessed to have a phenomenal team behind me at our local office. My Branch Office Administrators, Tarrayon and Mary, have over 30 years of experience with Edward Jones. Our clients are very appreciative of the friendly and knowledgeable service they receive.

Outside of the office, I enjoy spending time with my wife, Jenna, two kids, Joseph and Idella, and two cats, Maximus and Jasmine. We enjoy visiting Ocean City, NJ, together in the summer. Additionally, I shoot sporting clays competitively. I am involved in and shoot trap weekly at the West Chester Gun Club. I am a board member on the West Chester Parks and Recreation Commission and an ambassador for the Exton Chamber of Commerce. Lastly, I am a member of the local Masonic Lodge West Chester Lodge No. 322, F. & A. Masons.

We serve clients throughout the greater Philadelphia area in Bucks, Montgomery, Berks, Chester, Philadelphia and Lancaster counties. We’d love to work with you if you’re a small-to-medium sized business owner, high-net worth family, serious long-term investor, young investor or young family.

Focus areas

  • New Investors
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Spending Time with Family
  • Gardening
  • Traveling
  • Outdoor Enthusiast
  • Home Improvement

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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