As an Edward Jones financial advisor, I believe it’s important to invest my time in understanding what you’re working toward before you invest your money. One-size-fits-all may be fine for some investors, but we believe investments should be tailored to your needs and not generically based on guidelines for someone your age or at your stage of life. Whether your goals include preparing for or living in retirement, paying for education, planning for the unexpected or creating an estate or inheritance, we can offer investment solutions tailored to all your financial goals.

Having worked in the financial services industry for over 25 years, I have been exposed to the many challenges facing both individual and business clients. This affords me the opportunity to draw on my knowledge, experience and education to provide a personalized strategy to you.

My wife, Marie, and I have three wonderful sons, two adorable grandchildren and two dogs we've rescued. Originally from Western Pennsylvania, I have lived in the greater Cleveland area for over 25 years and in Mentor for the last 10 plus years. I am a former Den Leader with Boy Scouts of America and currently serve as president of the Painesville Lions Club.

Relationships are key, and in our view, meeting face to face builds strong relationships. I meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives, while striving to understand each client's unique goals and needs. To that end, I want to earn your business by understanding your needs and presenting you with tailored solutions and ongoing guidance that you value. Please contact my office to discuss your situation and options.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • New Investors
  • College Savings

My Personal Interests

  • Bowling
  • Animal Rescue
  • Community Outreach

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends

Branch Team

Request an Appointment

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