As a child, my father instilled in me the importance of investing for the future. Over breakfast, we would read the sports section first then the stock tables, tracking his investments. I began my career at Edward Jones in 1997 and have passed down those same values to my children, my clients and members of my community. The world of investing has come a long way and it can seem overwhelming at times. I consider my role a blend of teacher, psychologist, and financial advisor.

I believe it's important to understand the goals you are working towards and your comfort for risk. What do you envision your retirement to look like – are you looking to travel, give back to the community or follow a passion? Would you like your child to graduate college with minimal debt? Want a house down the shore or a boat one day? I enjoy getting to know my clients on a personal level, learning what they are passionate about and celebrating their successes. I use an established process to build personalized strategies, partnering with my clients to help them stay on track and reach their goals. Whether you are planning for retirement or college, or looking to protect the financial future of your loved ones, we will work together throughout all the phases of your life.

My wife grew up in Doylestown, and I am a proud supporter of Central Bucks East sports (East Side Pride, Go Patriots!) I previously coached AAU boys' basketball with the Perkasie Knights, as well as Pennridge football and baseball. My wife and I enjoy travelling both locally and abroad. Our favorite trips usually involve stopping at a vineyard or roaming the quaint streets of Europe. When I'm not working, you may find me tending to my fig trees, playing my favorite guitar, walking my over exuberant Golden Retriever or making true Neapolitan pizza in my outdoor oven.

My BOA, Kim has been with Edward Jones for over ten years. She earned her BA in history and theatre from SVU. Kim is a cinephile and aspiring wine collector.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Socially Conscious Investing
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Sports Enthusiast
  • Wine Collecting/Enthusiast
  • Music
  • Cooking
  • Basketball

Office Information

Mailing Address

Po Box 245 Lahaska, PA 18931

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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