I believe hardworking and successful families deserve a central source of guidance to quiet the noise and provide confidence in the decisions they make. I want to know what is important to my clients. I'm at my best when I can align your family's financial strategy with your personal values and priorities.

I embrace an investment philosophy defined by quality, diversification and a long-term focus. Whether we're focused on accumulating wealth, protecting it or transitioning it to the grandkids, I appreciate the opportunity to partner with families over multiple generations.

In order to better 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.

Outside of the office, I can typically be found with my wife, Nichole, and our goldendoodle, Graham. I enjoy golf and I'm active in the Mercer County community, serving as a past president of the Princeton Corridor Rotary Club and as a member of the club's board of directors.

Please contact me to discuss your goals and options.

*The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

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

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

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