As your financial advisor, I strive to create a positive impact. I understand that each of my clients have unique financial goals. Together, we will focus on what's important to you. With my 30 years of Wall Street experience along with the tools, resources and firm support, I will create a personalized strategy, tailored to your specific needs.

When I first joined Edward Jones in 2018, I felt a strong draw to the firm's primary value of putting the client first. In addition to my role as financial advisor, I support our team as a performance leader and previously served as the diversity leader to better serve our communities.

My team includes Elaine Rho as office administrator. Our dedicated home office support team aids in streamlining an excellent client experience. I also partner with other professionals (CPAs, attorneys and life insurance consultants) to provide expert guidance to the businesses and families I serve.

I moved to the East Coast from California in 1989 to pursue my dream of a career on Wall Street. After marrying in 1992, my wife and I settled in New Jersey to raise our three children. Through the many stages of life, my career in finance is still going strong and our family has grown to add the joy of our first grandchild.

In my personal time, I enjoy spending time with my family and being outdoors, whether cycling, jogging, skiing, golfing or puttering around the garden. I also get joy from giving back to my community, where I've served as an Elder, coached youth sports teams and currently volunteer as a first responder on our town's First Aid Squad. I am also a member of the Englewood Rotary Club where I participate in the Food Pantry Project with ShopRite and Center for Food Action to provide healthy nutrition to local families in need.

Call me to discover if we are a good fit. It starts with a conversation.

Focus areas

  • Business Retirement Plans
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Cycling
  • Golfing
  • Running
  • Skiing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More