Edward Jones is the organization where I chose to build my practice because their culture, values and vision align with my own. I am extremely passionate about helping people and I am honored to have the opportunity to build quality relationships with so many wonderful families.

Before joining Edward Jones, I spent over 20 years in the financial services industry. For 10 years, I worked as a sales director with Smith Barney Mutual Funds and Legg Mason Asset Management, as well as an educational savings specialist for the Nebraska 529 College Savings Plans for nine years. In these roles, I traveled the country to support and educate financial advisors on how they could best meet the needs of their clients. In addition, I believe it is important to remain a constant student of financial services, therefore, in 2020, I obtained the Chartered Retirement Planning Counselor, or CRPC®, designation from the College for Financial Planning.

In my practice, working together starts with a conversation in which I will learn what’s most important to you. We then utilize an established process to identify and prioritize goals. Once I understand where you are now and where you would like to be in the future, then I will develop tailored strategies to help you achieve your goals. Our relationship will remain ongoing as we partner together throughout your life to help keep you on track.

My Focus Areas:
Planning for Retirement I Making Money Last in Retirement I Saving for Education I Preparing for the Unexpected I Estate and Legacy Strategies

On a personal note, I am a father of two elementary-aged children, and we live in Denver’s Southmoor neighborhood. We enjoy visiting nearby parks, riding bikes, playing tennis, watching movies and caring for our pets. Once a year, I get back to my home state, New York, for a weekend in the Catskill Mountains with my long-time friends where we hike, cook out, play horseshoes and golf. Both family and community are very important to me.

Focus areas

  • Retirement Savings Strategies
  • College Savings
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Portfolio Reviews

My Personal Interests

  • Traveling
  • Art & Theater
  • Animal Rescue
  • Tennis
  • Hockey

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