As your Edward Jones financial advisor, every strategy and every solution is based on what's most important to you. We work with families, professionals and business owners to help identify specific financial goals and develop strategies to obtain them. Whether you need to save for a child's college education, plan for retirement, prepare for the unexpected or reduce taxes, we can help. Once we have a clear understanding of your unique financial situation and your priorities, we work together throughout your lifetime to achieve the milestones and goals you have.

I started my journey with Edward Jones as a financial advisor in 2007 and I established my practice in Meadville, Pennsylvania. To serve my clients, I have continued developing my knowledge in personal finance by earning the AAMS™ certification. In October 2018, I was asked to serve as regional leader and I now guide and support roughly 60 Edward Jones branches throughout western Pennsylvania. I was named a general partner with Edward Jones in 2020. Prior to joining Edward Jones, I earned a Bachelor of Science degree from St. Michael's College.

My branch office administrator, Candace Raymond, and I are dedicated to delivering exceptional client service. In consultation with your CPA and attorney, the support of the thousands of people in our home office and our advanced technology, we ensure you receive the most current and comprehensive guidance. We take pride in making the complex simple, to help you feel understood, informed, secure and in control of your future.

In my spare time, I enjoy golf, traveling and spending time with my family. My wife, Kelly, and I have three sons: Michael, Robert and Patrick. I am a member of the Kiwanis Club and the Professional Golfers Association.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Hockey
  • Music
  • Walking

Office Information

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

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