Life can be hectic, especially if you're balancing a growing family with a growing career. All too often, personal finances become a back burner topic.

I believe hardworking families deserve a central source of guidance to quiet the noise and look out for their blind spots. My process starts with understanding what matters most to you. From there, we will build a personalized strategy for your future. We will work in partnership across multiple life stages to stay on track as you accumulate, protect and transition your wealth.

In order to help serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ certification in 2022 and the Accredited Asset Management Specialist™, AAMS™, designation in 2018. I joined Edward Jones as a financial advisor in 2013. I began my career working as a CPA in New York City, after graduating cum laude from Bucknell University with a major in accounting and minor in mathematics.

On a personal note, I enjoy spending time with my wife and our Goldendoodle, Graham. I'm an avid golfer and I'm active in the Mercer County community. I serve as a member and past president of the Princeton Corridor Rotary Club.
Fly Eagles Fly!

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Business Retirement Plans

My Personal Interests

  • Golfing
  • Traveling
  • Personal Fitness
  • Community Outreach
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More