As an Edward Jones financial advisor, I partner with individuals and families to help them achieve what is most important in their lives - planning for retirement; saving for the education of children or grandchildren; protecting the financial future of loved ones; and leaving behind a legacy. With every client, I take the time to clearly identify their goals and I utilize an established process to develop a personalized strategy that will help them meet their financial objectives. An important part of this process is ascertaining a thorough understanding of each client's feelings about risk and timeframes for achieving their goals.

After a successful 26-year career in financial services on Wall Street, I decided to transition into a new profession as an Edward Jones financial advisor so I can be closer to my community and leverage my skills and experience in a way that provides tangible results to individuals. Edward Jones is a great fit for me as the firm's investment philosophy of high-quality, diversified portfolios for the serious long-term investor is closely aligned with my personal views and approach to investing. It is a privilege to be able to serve the members of my community and be in a position that can make a meaningful impact in their lives.

I received my Bachelor of Science degree from the New Jersey Institute of Technology and my MBA from the William E. Simon Graduate School of Business at the University of Rochester. I also participated in The Partnership's Next Generation Executive Program at Harvard University. I hold a Life Accident and Health Insurance Agent License and FINRA series 7 and 66 registrations.

My wife, Jeanette, and I have two teenage children and have resided in Middletown, NJ since 1999. Our family supports various annual fundraising initiatives in the fight against Alzheimer's with the hope of finding a cure for this dreadful disease in the near future.

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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