As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what goals you are working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy, so you have more options when you retire, regardless of what you decide to do.

I joined Edward Jones as a financial advisor in 2008, opening the firm's first branch office in East Longmeadow, MA, before transferring to Westfield.

I earned a bachelor's degree in accounting from American International College and an MBA from Western New England University. In addition, I received the AAMS® professional designation in 2011. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12- module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My wife, Elaine, and I reside in East Longmeadow. We have a daughter and a son, and four grandchildren.

My branch office administrator, Jeannie Garcia, joined Edward Jones in 2019 and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call her with questions concerning your statement, dividends, notifications you received, stock certificates, how to handle an inherited account or your account in general.

Relationships are key, and in our view, meeting face-to-face builds strong relationships. However, during this pandemic, most meetings have been web based to protect the health and welfare of our clients, their families and our families. We meet when it is convenient for clients because we recognize the challenging needs of their businesses and their lives.

Please feel free to stop by or call for an appointment convenient to your schedule.