As an Edward Jones financial advisor, I have had the privilege of serving clients for the past five years. During this time, I feel fortunate and honored that I have been able to make a positive impact in the lives of my clients and their families.

Prior to my career as an Edward Jones financial advisor, I attained 24 years of experience in the financial services industry, which included portfolio strategies and trading.

My branch officer administrator, Angella Dorsch, and I aspire to provide highly personalized service to every client. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

I have earned the Certified Investment Management Analyst® or CIMA® designation from the Investment Management Consultants Association. To complete the program, a financial professional must pass a comprehensive background check, complete an executive education program, and pass a comprehensive certification exam. Additionally, CIMA® designees must adhere to a code of professional responsibility and complete continuing education to maintain their license.

I am a native of Bergen County, NJ, and currently reside in Glen Rock, NJ with my wife and our three daughters. I am an active member of the Greater Pascack Valley Chamber of Commerce and the Westwood Chamber of Commerce.

I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact us to discuss your financial goals and review your options.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Running
  • Reading

Office Information

Office Address

166 Fairview Avenue Suite D Westwood, NJ 07675

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 07:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 06:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Branch Team

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