I have had the privilege to open the South Windsor Edward Jones branch in 1999. I am a financial advisor with 24 years of experience helping clients achieve their financial goals. I partner with my clients, guiding them through life and investment decisions, so they can have confidence in their future.

As a financial advisor, I believe it’s important to invest my time in understanding what you are working toward before you invest your money. It’s also important that we understand the risk you are comfortable accepting when investing, so that we can balance it with achieving your long-term goals.

I am inspired everyday by the clients I am lucky to work with and meet. My branch office administrator, Janet Devanna, and I strive each day to provide an ideal client experience. We are so fortunate to serve the South Windsor community and are eager to help more people achieve their goals.

On a personal note, my wife, Janelle, and I, along with our two sons, are proud residents of South Windsor. We love our community and are proud to call it our home.

I am also blessed that I have had an opportunity to give back to community I have grown up in. I am a proud South Windsor Rotarian and past president. I am a past president and member of the South Windsor Chamber of Commerce and have been a member of the South Windsor Volunteer Fire Department for over 30 years, as an explorer, fire fighter and lieutenant, and I currently serve on the board of fire commissioners. I served as board member of the Channel 3 Kids Camp for over 15 years, and had the opportunity to serve as the board president twice, including during their centennial anniversary.

In our Edward Jones practice, we want to understand what’s important you, we utilize an established process to help you build personalized strategies to achieve your goals and we will partner together throughout your life to keep you on track.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Divorce Finances

My Personal Interests

  • Golfing
  • Active Lifestyle
  • Spending Time with Family
  • Volunteering
  • Vintage Cars

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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