I was born and raised in The Finger Lake Region of New York State. After high school I moved to Orlando to work construction in order to save for college. After graduating from SUNY at Alfred, I assumed management and sales positions with two different companies in the amusement industry.

In 1995, I moved to the Texas Hill country with my wife and daughter to own and operate our first family business. From 1995 to 2015 I owned several business in Texas, Arizona and California. In 2015 I joined Edward Jones and opened my office in the South Bay Beach area. In 2017 I joined the regional leadership team where I contribute to the firm by mentoring and teaching financial advisors who are new to the financial services industry.

As a member of Rotary International since 1995, I currently enjoy volunteering for the great Rotary activities in Redondo Beach. In addition I am a current board member with the Redondo Beach Chamber of Commerce and have held several board positions with schools and little leagues.

In our spare time, my wife, Lisa, and I explore our area through hiking trails and searching for the best restaurants while my, son Theo, and I enjoy riding our motorcycles through the Southern California mountains and playing golf. We also like traveling and working on remodeling projects around our home.

As an established financial advisor, I can assist in planning for retirement, college savings plans and protecting you and your staff's financial future, while working with you on specific strategies to help achieve your personal and company goals and monitoring your progress to help ensure you stay on track.

Whatever the financial goal, I'm dedicated to providing top-notch client service by collaborating in a manner that suits your needs. So, if a personable face-to-face approach is preferred, or if utilizing flexible online tools is preferred, or some combination of both, I will walk with you through every step of the Edward Jones established process.

Focus areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Community Outreach
  • Motorcycles
  • Active Lifestyle
  • Golfing
  • Traveling

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 - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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