As a financial advisor and CFP®, I work closely with individual investors, families and business owners to offer solutions-based advice in order for them to reach their financial goals. I strive to simplify what can be overwhelming in the world of finance and work with those who value a professional opinion. Whether it's making sure you're saving properly for retirement and education or teaching your children how to invest, Edward Jones has cultivated a refined process to address every aspect of your finances. We do this by assembling the knowledge of your needs, customizing the specific strategies essential for your goals and navigating with you throughout all aspects of your life to help stay on course.

I attended Penn State University after growing up on Lake Erie and moved with my wife, Stephanie, to Long Island in 2012. I cherish our community and remain active in both Rotary International and LeTip, as well as on the board of the Chamber of Commerce in Port Jefferson. I spend my free time skiing in the winter and boating or sailing in the summer. My wife and I recently became parents in March of 2021 to our first child, Harvey.

Pam Guido, my Branch Office Administrator, joined Edward Jones in 2019 and has over 10 years' experience in the financial services industry. On a more personal note, she is married and has a 28-year-old son. When not working, Pam enjoys going to the beach, cooking, gardening and hiking with her husband, Tony, and their English Springer Spaniel, Milo.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Skiing
  • Cycling
  • Scuba Diving
  • Art & Theater
  • Golfing

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 - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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