As your Edward Jones branch team, we believe it is important to invest our time in understanding what you are working towards before helping you invest your money. We will work closely with you, as well as your tax professional and attorney, to determine the most appropriate financial strategy for you and your family.

Outside of my role with Edward Jones, my wife, Shana, and I reside in Overland Park. We have an amazing baby boy, Christian Michael. Shana is also a financial advisor with Edward Jones. I was born on the island of Malta, which is off the coast of Sicily. We enjoy spending time with our family and participating in community events. Our hobbies include fitness, supporting our local sports teams and traveling.

I graduated from Avila University with a Bachelor of Science in business administration with an emphasis in finance. In addition to my bachelors degree, I have also earned my CFP®, ChFC® and CRPC® professional designations, along with my Life and Health insurance license, as well as the Series 7 and Series 66 licenses. Besides partnering with my clients, I serve in leadership roles within Edward Jones, where I am able to support the development of new financial advisors in their careers.

My branch office administrator, Cheri Thompson, and I are dedicated in providing our clients with the highest level of service. As a team, we help clients organize, build, protect and transfer wealth. All aspects of our business are aligned to help us better understand and meet our clients goals and needs.

Focus areas

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

My Personal Interests

  • Traveling
  • Reading
  • Volunteering
  • Personal Fitness
  • Skiing

Office Information

Office Hours

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

Branch Team

Email Me

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