"Do I need help with my finances?" "Am I on track?" Have you ever asked yourself these questions? My wife and I did. In 2004, while in college, we felt like we were spinning our financial wheels. But we thought financial advisors were only for the wealthy. This was confirmed after visiting other firms and being told we needed a large sum to invest. Then we walked into an Edward Jones office and were told we could start investing with $25 a month. We instantly became clients and with the assistance of our financial advisor, we were able to invest, purchase cars and a home, and save for retirement. Meeting our financial advisor was life changing for my family. Now, I take those lessons and apply them to helping other families achieve their financial goals.
At Edward Jones, it starts with listening and understanding your unique financial needs. By investing time in you, I will be able to suggest the most appropriate financial strategy for you. No two families are exactly alike, nor should any two financial strategies be exactly alike. Ideas are easy to come by, but execution of a strategy makes wishes into reality. I have built my business by treating people as I would want to be treated and assisting investors, of all ages and incomes, reach their goals through effective partnership.
My wonderful wife, Anna, and I have six children and have lived in Sorrento since 2011. Being involved in the community is important to us. I am currently a member of the Rotary Club, Sorrento Elementary PTO, EasterSeals board, Boys & Girls Club committee and East Lake Chamber of Commerce.
Prior to joining Edward Jones, I worked as a tax analyst for Advent Health and as a teacher and administrator in the public schools. In addition, I am a lacrosse referee at the youth, high school and collegiate levels.
My primary goal as your financial advisor is to help you organize, build and protect your wealth. Financial reviews are complimentary. Financial mistakes can be very expensive.
- New Investors
- College Savings
- Business Retirement Plans
- Retirement Savings Strategies
- Portfolio Reviews
- Entrepreneurs & Business Owners
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