Service has always been an important aspect of my life, and I commissioned as an Infantry Officer after college. My experience in the special operations community, with the 75th Ranger Regiment, affords me the opportunity to bring a unique perspective to client relationships.

My goal is to help clients organize and consolidate their accounts, protect their assets and grow their wealth. I believe our approach, process and guidance changes lives and helps people achieve better outcomes. I create long-term partnerships and help keep my clients on track to reach their financial goals throughout their life. I prefer to work with clients that desire to become the best version of themselves financially.

In the office, I am supported by my office administrator, Sharon Levine, who is a tremendous asset to our clients. Together, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

There are numerous things we cannot control in life, nor the investment world, so I've chosen to dedicate my time to the activities that we can control. I believe education, strategy and behavior are essential to positive investment outcomes. Edward Jones is my final career destination, and I look forward to providing advice and service to my community for decades to come.

No matter the season, when I'm not working, you can find my family and I spending our time outdoors and exploring the many happenings around the Capital region.

For more, connect with me on LinkedIn:, or contact my office to get started.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Socially Conscious Investing
  • Portfolio Reviews
  • Employee Stock Options
  • Business Retirement Plans

My Personal Interests

  • Outdoor Enthusiast
  • Personal Fitness
  • Spending Time with Family
  • Hiking
  • Coaching Sports

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More