I've always had a passion for developing relationships and working in partnership with others. That's why I love my career working as a financial advisor with Edward Jones; I get to partner with my clients and other members of their financial team (i.e. CPA, attorney) while applying my financial acumen to help them reach their long-term goals. From planning for retirement and education savings to planning for the unexpected or tax saving strategies, my commitment is to team up with you to keep you on track!

Using our established process, in concert with our vast resources of both associates and advanced technology, we develop a personalized plan based on your needs and wants that will guide you to your most important financial goals.

Born and raised in Buffalo, NY, I finished my undergraduate studies completing my BS in mechanical engineering at Cornell University and my BA in physics from Ithaca College. I began my career in the oil and gas industry, and shortly after completed my Master of Business Administration at the University at Buffalo. When my wife and I decided to relocate to Wisconsin in 2014, I decided to pursue my passion of helping others by starting my career at Edward Jones. Finally, in 2018, I completed my Chartered Retirement Planning Counselor (CRPC®) designation, which helps me better serve clients to and through retirement.

In my free time, I enjoy spending time with my wife and family and staying physically active. I attempt to balance my love of delicious food, wine and travel with a healthy dose of CrossFit and exercise.

My Personal Interests

  • Sports Enthusiast
  • Traveling
  • Golfing
  • Personal Fitness
  • Wine Collecting/Enthusiast

Office Information

Mailing Address

Po Box 268 Port Washington, WI 53074

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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