My path to becoming a financial advisor goes back to childhood, where I grew up in a blue collar household outside of Buffalo, NY (my father was a police officer, and my mother was a housekeeper). My parents divorced when I was young, and I saw firsthand the struggles that could go along with improper planning and/or sudden life events. In an effort to avoid those same struggles, I worked four jobs throughout college to help pay my tuition (including a position in my hometown police department), then decided to pursue a career where I could help others effectively improve their own financial path.

When working with me, clients can expect honesty, integrity and consistency. My approach involves helping teach clients financial fundamentals, and focusing on doing the ‘little things right’ to increase the overall probability for long-term success. I work primarily with pre-retirees and/or small business owners, in an effort to help put them in the best position to successfully get to and through retirement as they prepare for various goals.

I also work extensively with company 401(k) plans, helping to reduce plan cost while focusing on improving overall plan metrics and fiduciary responsibility. Working hand-in-hand with plan participants to help them prepare for retirement is something in which I take great pride.

Prior to joining Edward Jones in 2015, I worked at Merrill Lynch Wealth Management for 14 years. With over two decades of experience, I oversee the financial strategies of a select group of families and small businesses primarily in Arizona and New York, but throughout the country as well.

I am honored to serve on committees for the Pat Tillman Foundation and The Constance Project (NEIGH), have volunteered with the Big Brother Big Sister organization and raise funds annually for the Roswell Park Cancer Research Center.

My wife, Tracy, and I live in Tempe, AZ, with our daughters, Ava and Violet. I’ve been fortunate to receive many blessings in life, and feel it's my responsibility to give back in any way I can.

Focus areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Divorce Finances
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Hiking
  • Running
  • Volunteering

Office Information

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