As an Edward Jones financial advisor, I help individual investors and families committed to their retirement in an increasingly complex investment environment by offering clear, straightforward financial advice, while using an established process to create personalized strategies.

After retiring from a 30-year career in the information technology industry, I joined Edward Jones in 2018 with the goal of helping others fulfill their life's dreams and aspirations by living their financial lives on their terms. I hold FINRA Series 7 and Series 66 securities registrations in 16 states. I was born and raised in New Jersey and earned a BS degree in marketing from Rutgers University.

I got my first job at the age of 16 at the local McDonald's. I still have a picture of my first paycheck showing a rate-of-pay of $2.90 per hour! Although I learned the value of saving money at this young age, I would later learn the value of investing.

My wife, Carmen, and I moved to Chicago in 2013. In our free time, we enjoy traveling, exercising and trying new foods.

Focus areas

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

My Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Spending Time with Family
  • Traveling
  • Baseball

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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