In 2009 I began my Edward Jones career in Ohio. I relocated to Coconut Creek, FL, in 2014 to continue serving around 300 families in Florida, Ohio and around the country.

Our office is fortunate to have two amazing branch office administrators, Lauren and Ilka, whose primary goal is to make sure each of our families get the care they deserve.

Having achieved the CFP® designation, I focus on the financial strategies of those having more sophisticated and complex needs. These investors are often trying to balance saving for multiple goals like children's education, retirement and life insurance.

Our process includes not only asset allocation and risk assessments of all your investment accounts and matching each investment to a goal, but also coordinating tax strategies, estate considerations, retirement planning, insurance needs and wealth transfer strategies.

While most clients come to us for investment guidance, each of my clients go through an established process that allows me to tailor solutions to help with their goals in five primary areas: organizing your finances, growing your money, protecting your wealth, putting a strategy in place to transfer money to those you love once you pass, and most importantly, helping you feel confident enjoying the money you worked for.

I earned a bachelor's degree in finance from North Central College in Naperville, IL, while competing on the wrestling team that finished in the top 10 in the nation. My family, sports and travel are my passions. I'm married to my lovely wife, Cassandra, who is passionate about dance and the arts. We brought our beautiful daughter, Scarlett, into the world on Leap Day 2020. On Saturday and Sunday, you'll always find us watching the Ohio State Buckeyes and Cincinnati Bengals. Twice a year we travel the world to learn about cultures different from our own. So far, we've seen wonderful places like Rio de Janeiro, Sydney, Dubai, Prague, Rome and Tanzania, with many more adventures to come.

Focus areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • College Savings
  • Portfolio Reviews
  • Business Retirement Plans
  • Entrepreneurs & Business Owners

My Personal Interests

  • Personal Fitness
  • Football
  • Traveling
  • Wine Collecting/Enthusiast
  • Scuba Diving

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Web Conferencing

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