Service. Family. Community.

During my 19 years as a financial advisor with Edward Jones, no three words have been more important to me or to our branch team. In an increasing complex financial world, it is becoming more and more difficult to find help from experienced financial professionals with clarity of purpose, and a truly service-minded value system. I partner with my branch office administrator, Nancy Zambo, to serve you, your family and our community - not the other way around. Nancy and I have worked together with this purpose for over 18 years, and we intend to do so for many years to come.

We start with focused service. Our focus is to deliver comprehensive advice that helps you navigate the major decisions you need to make as you near or enter retirement. Our service does not stop by telling you what to do, but by also partnering with you to help you do it. This includes being with you as you visit your local Social Security office, as plan your budget, or when you meet with your accountant or attorney.

We create an experience that treats you like family. Family is about genuine, straightforward relationships, not industry lingo. Our ultimate compliment is hearing our clients say "they feel like family" when they visit our office.

We aim to be consistent stewards for our community. I have served in a leadership capacity within Edward Jones since 2005. I live with my wife, Tiffany, and our three kids in Ken-Caryl, and we are passionate about being active in our community. We view giving back to our neighborhood and corporate communities as a responsibility to say "thank you" for supporting our branch.

Our biggest pride as a branch has been our recognition over the years. Recent recognition has included the Spirit of Caring award in 2020 which recognizes financial advisors who exemplify the values, culture and spirit of giving back.

We look forward to meeting you soon.