As an Edward Jones financial advisor, I partner with individuals, businesses and business owners who are serious about achieving their financial goals. I strive to provide clarity and personal service to the clients I partner with. My practice utilizes an established, time-tested process to help clients achieve what is most important to them. Our process allows us to gain an intimate understanding of our client's unique needs and goals; this is critical in developing the tailored strategies that we will use throughout their lifetime. I believe that people benefit from knowing someone they trust is looking out for them.

I decided to make Edward Jones my home for many of the same reasons our clients do. Edward Jones has been partnering with investors for over 95 years; no doubt in great thanks to our philosophy of "always putting our client's needs first." Making sense of investing is not just our slogan, it is a driving force behind the clarity I strive to achieve at my practice.

Being involved in my community is very important to me; I enjoy volunteering my time to help other people achieve goals they are passionate about. Currently I am the president of The Palm Beach Toastmasters Club, I am on the board of directors for the Palm Beach Public Elementary Orchestral Strings Foundation and an assistant coach for youth baseball.

My wife and I reside in the West Palm Beach area along with our three children. As a family, we enjoy spending time at the beach and taking fun expeditions to new places.

Rounding out the team in the office is Branch Office Administrator Patty Rossi; Patty joined our team after a very rewarding 21-year tenure at Lynn University. Patty has called South Florida home her entire life and is happy to share that home with her three children and four grandchildren (almost five).

As a team, we are always looking to improve what we do and how we do it, because we deeply care about the experience and service we provide to our clients.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Coaching Sports
  • Baseball
  • Spending Time with Family
  • Golfing
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 06:00PM
Tue 08:30AM - 04:30PM
Wed 08:00AM - 06:00PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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