At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We use a solutions-based approach tailored to your individual goals and provide exceptional service.

I began my career with Edward Jones in 2013 in my hometown of North Beach, MD after moving back from Siena, Italy. Serving clients where I grew up has been so fulfilling and enabled me to foster existing relationships and allow new ones to flourish. At our office, we help individuals, businesses and non-profit organizations build, manage, protect and distribute their wealth. Our wealth preservation strategies include investments, insurance and partnerships with trusted professionals.

In everything we do, we believe in educating individuals so they feel empowered and confident, and in control of the life they are living, the decisions they are making and the impact they are making on those around them. Our in-person client experience is built around this purpose and we are grateful to have the opportunity to make a difference in our community and in our organization.

In 2018, I received a limited partnership at Edward Jones. I continue to mentor new financial advisors and volunteer my time to help others succeed.

My wife, Sarah, and I live in Prince Frederick, MD. More often than not, we can be found at local events with at least one foster dog from one of our favorite shelters. I also coach lacrosse at The Calverton School. I currently serve on the board of directors for The Connection, a group that works with individuals with special needs. In previous years, I have served as treasurer for Southern Maryland College Access Network and as a member of the Sullivan Foundation for Social Entrepreneurs.

Focus areas

  • Estate & Legacy Strategies
  • Charitable Giving
  • Employee Stock Options
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Business Retirement Plans

Office Information

Mailing Address

P O Box 1455 North Beach, MD 20714

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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