As an Edward Jones financial advisor, I am focused on building lifelong relationships with my clients and partnering with them to create tailored strategies to help meet their financial goals. At the core of my philosophy is taking the time to understand my clients' individual situations and always putting them first.

For more than 10 years, I have worked for Edward Jones in our Wethersfield office, serving the greater Hartford area and beyond. In 2018, I became a limited partner with the firm. I have earned the designations of both CFP® as well as AAMS®. I am a member of the local Chamber of Commerce and served as a past board member.

Born and raised in Connecticut, I graduated from Xavier High School in Middletown and earned my B.S. in business from Humboldt State University with a concentration in finance. I currently reside in Guilford with my wife, Pamela, and two sons. We enjoy as much time outside as we can whether it's hiking, biking, skiing or gardening. I am a certified scuba diver and get in the water whenever possible.

My branch team includes Donielle Okasia, whom I partner with to create the ideal experience for our clients every day.

We invite you to call our office and schedule a complimentary portfolio and financial strategy review.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies

My Personal Interests

  • Outdoor Enthusiast
  • Coaching Sports
  • Home Improvement
  • Scuba Diving
  • Spending Time with Family

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