With more than 17 years of experience as a financial advisor with Edward Jones, I believe in a holistic approach that begins by understanding and clarifying your expectations and goals before investing any money.

In order to provide a comprehensive financial service, I collaborate with my clients' accountants, attorneys and other trusted professionals in order to create the optimal solution. I am purposeful and process-driven in order to uncover risks and opportunities for my clients. My team and I focus on delivering an ideal experience by consistently assessing the client's situation and informing the client of important developments.

Originally from Dublin, Ireland, I received my bachelor's degree in finance from The University of Scranton and joined Edward Jones as a financial advisor in 2003. I not only help clients achieve their goals but have also held numerous leadership positions and coaching roles within Edward Jones, and was invited to become a limited partner in 2015.

I received the Accredited Asset Management Specialist™ professional designation in 2006. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I help my clients develop a strategy for sustained, long-term financial success, whether their goals involve creating, spending, giving, protecting or transferring wealth.

My branch office administrator Debra Brannan and I are dedicated to providing you with the highest level of service possible.

My wife, Finda, and I have two children, our son, Oisin, and daughter, Serena.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Personal Fitness
  • Fishing

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

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Branch Team

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