I believe in setting and meeting goals. Together, we will identify and prioritize your goals and those of your family. I will assess available resources and prepare a flexible plan we will use to monitor and measure progress towards successfully meeting your goals.

Today's complexities necessitate surrounding yourself with a team to meet your goals. I pledge to work as a trusted advisor alongside teammates including you and your family, as well as your legal and tax professionals.

I have worked with many competent tax and legal professionals, both local and from afar. I can refer you to one or more professionals that you may evaluate for inclusion to fill out your team.

I am a financial professional with Edward Jones because Edward Jones is rich in resources and shares my passion for meeting goals. I augment Edward Jones' resources with others, so I am at my best for my clients.

Planning ahead, setting and meeting goals is part of who I am. Discipline and focus are required to succeed personally and professionally.

As a teen, I worked with coaches to help me gain strength and agility so to meet my goal of a Grant-in-Aid for football at the University of Notre Dame. At Notre Dame, my teammates and I worked with our coaches to achieve the pinnacle of college football, the National Championship.

In my 20s and early 30s, I was a successful entrepreneur who sold leading edge technology to cell phone manufacturers in the United States.

In 2017, I completed a 20.5-mile solo swim of the English Channel after two years of preparation. I assembled a team including coaches to manage my training regimen, a nutritionist and a coordinator who monitored my progress towards my goal while seeing that I was fed every forty minutes during my swim. I hired a pilot and boat to navigate the busiest shipping waterway in the world. The pilot is solely responsible for the swimmer's wellbeing and can stop the crossing due to health or aquatic conditions at any time.

In 2018 I completed a 20-mile solo swim of the Catalina Channel.

In 2022, I completed a 28.5-mile solo swim of the 20 Bridges Swim around the island of Manhattan. In doing so, I completed the Triple Crown of Open Water Swimming.

We seek clients who want advice and monitoring to help meet their identified goals.

Come see us and let us help you prepare and execute a strategy to meet your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies

My Personal Interests

  • Health & Nutrition
  • Active Lifestyle
  • Personal Fitness
  • Cooking
  • Swimming

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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