I live in Boardman with my wife and three children, and I have been with Edward Jones Investments since 2009, navigating clients through market conditions both good and bad. My practice has been focused on working with not only individual clients, but also largely with corporations and non-profit organizations to help manage their company funds, along with the 401(k) plans for their employees.

Where some advisors tend to complicate the investment process, I have always prided myself on two major things. The first is being available to my clients, to answer their questions, calm their market concerns and many times just to chat. The second is simplifying the investment process as much as possible, speaking and acting in a way that helps investors not only understand the financial markets, but also making them look forward to taking an active role in the management of their investment portfolios.

I have been a part of the board of directors for Habitat for Humanity Mahoning Valley for nearly seven years, holding the position of president for the past three years. Additionally, I am heavily involved with my children's extracurricular activities, primarily their involvement in swim team, which keeps us pretty busy.

Focus areas

  • Retirement Income Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Special Needs Financial Considerations
  • College Savings
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Gardening
  • Home Improvement
  • Antiquing

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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