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Specialties
I began my career with Edward Jones in 2020 following a 16-year tenure in the corporate world.
My commitment as a Financial Advisor is driven by a desire to help individuals achieve freedom from financial stress and enjoy long-term stability. Through a disciplined process, I work with clients to identify strategies that simplify their finances, instill confidence, and move them closer to their goals. Wealth is not built overnight—nor is it built alone. Together, we navigate the complexities of wealth management with a focus on: • Cash Flow & Income Optimization • Goal Identification & Prioritization • Portfolio Allocation & Tax Strategies • Risk Management & Protection • Estate Planning & Wealth Transfer You'll have the full support of my branch team—led by Senior Branch Office Administrator Rhonda Sandey—and access to the extensive resources of Edward Jones, every step of the way throughout your life. I hold both a BS and MSPM from St. Mary’s University, with an emphasis in business and project management. I also hold the Chartered Financial Consultant (ChFC®) designation, providing me with advanced knowledge and expertise in financial planning. On a personal note, my wife, Erin, and I have been blessed with two children who stay active in competitive cheerleading and hockey. Erin owns and operates a successful salon, and I value being present in my family’s life as a dedicated husband, father, and Christian. I welcome the opportunity to connect—please feel free to reach out by phone or message to discuss how I can help you pursue your financial dreams.
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Always free for clients.
ChFC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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