I have been a financial advisor since 1980 when the Dow was at 800. Through every market cycle, I have helped guide my multi-generational clients along all the phases of their lives. We have saved for homes, prepared for the unexpected, sent children to college, protected legacies and planned for enjoyable retirements.
We work exclusively with the serious, long-term investor. We will help you reach your financial goals by understanding your needs and implementing a custom-tailored solution for you.
My family has lived in Warren Township for over 30 years and we are very active in the community. I am a current member and past president of both the Lions and Rotary Clubs, and I am also a member of the Warren Honorary Police Benevolent Association. My daughter, Nicole, is also an Edward Jones Financial advisor in Monroe Township. Outside of the office, I am an avid photographer, a long-time skier, golfer and a passionate student of the capital markets.
Please feel free to call or email me if you:
-Need to generate more income on your cash and investments
-Have questions about your IRA, 401(k) or your Social Security
-Want guidance on tax sensitive investing
-Would like a "Living in Retirement" analysis
-Want a second opinion on any of your personal financial matters
I look forward to earning the opportunity to partner with you and your family.
My Personal Interests