I come from a big family. That is one of my biggest treasures in life. It helped shape me to be the person I am today. There's a special feeling that comes along with getting to know people on a deep level. Treating our clients like family is our top priority in our branch office.

Where we start: understanding what is most important to you. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. We will revisit that strategy regularly with the help of my branch office administrator, Chris Douglas.

The West Chester area is where I've spent most of my life. My wife, Nikki, and I enjoy working and living right here in the area. We are food fanatics, travel when we can and absolutely love spending time with friends and family.

I love our community! I like to stay involved with the Exton Chamber of Commerce and Kutztown University Alumni Association. I also do volunteer work with Home of The Sparrow, Chester County Food Bank and All 4 Paws Animal Rescue.

Chris Douglas and I work closely with individuals, families, executives, business owners, divorcees and widows/widowers. Chris has been with Edward Jones serving clients for over 20 years. As a team, we enjoy meeting with people in our community face to face.

People whose lives we impact the most are generally experiencing the following changes:
Career change, divorced, loss of a spouse, selling a home or business, approaching retirement, living in retirement, leaving a legacy behind.

I have received the CFP® certification and the CPWA® professional designation.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Estate & Legacy Strategies

My Personal Interests

  • Cooking
  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • History and Museums

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

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