As an Edward Jones financial advisor who has earned the CERTIFIED FINANCIAL PLANNER™ certification, I believe it is important to invest my time to understand your unique goals and needs before you invest your money. Working closely with you and your CPA, attorney and other professionals, I will help determine the most appropriate financial strategy for you and your family and provide advice, so you can make informed and financially sound decisions.

In 2015, I joined Edward Jones as a financial advisor with over 20 years of experience in corporate finance and investments. Prior to coming to Edward Jones, I worked at Prudential Investments and held the position of Director of Financial Evaluations at Merck.

I attended the University of Delaware and graduated with a bachelor’s degree in business administration with a concentration in finance and a minor in economics. In addition, I earned my MBA in finance from Rutgers Business School.

My spouse, Jill, and our two sons have resided in Neshanic Station for over 10 years. I have been a resident of Somerset County for most of my life. Currently, I am an active member of the Somerset County Business Partnership, the St. Elizabeth Ann Seton Men's Club in Three Bridges and a member of the Branchburg Township Board of Adjustment. I look forward to spending time with family and friends, traveling, fishing, skiing and continuing to learn the sport of golf. Over the years, I have also had the pleasure of coaching youth sports in Branchburg.

I value personal relationships based on a deep understanding of your unique financial needs. All aspects of our business are aligned to help us better understand and support our clients at the branch level. My branch office administrator, Kelly, is an integral part of the service experience that we provide to our clients. In addition, the firm has thousands of people and advanced technology supporting our office so that we, in turn, can help you, our client, meet your needs and ultimately attain your long-term financial goals.

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Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Wealth Strategies
  • Portfolio Reviews

My Personal Interests

  • Fishing
  • Skiing
  • Home Improvement
  • Personal Fitness

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing
Email Me

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