As a former United States Marine, I learned proper planning was critical to every mission. If the plan changed during the mission, we would improvise, adapt and overcome. I take that same philosophy with finances, and it all starts with you and your goals. Together, we will build a strategy on where you are today, where do you want to go and how can you get there. I focus in working with veterans, individuals, families and small businesses.
Many people who seek us out want to be financially organized. They want to feel understood, informed and in control. By understanding what is most important to you and utilizing our established processes, we can create personalized strategies to help you achieve your goals. I will partner with you and your family throughout your life, regularly revisiting your goals and feelings toward risk. Life is dynamic and your strategies need to be as well.
Prior to coming to Edward Jones, I spent over 20 years in the financial industry working for companies such as Prudential and The Hartford. I hold a Bachelor of Science in business from Southern Connecticut State University. My wife, Amy, and I have been married for over 30 years and are the parents of three children, two boys and a girl. In my off time, I love to play golf, hike and cook. When my children were younger, I participated in coaching and Boy Scouts, and both my boys earned the rank of Eagle Scouts.
My Branch Office Administrator is Tania Airoldi. She has over 10 years of experience in the banking industry from her career prior to coming to Edward Jones. Tania brings a wealth of knowledge to the customer service and financial industry.
We look forward to partnering up with you and making your goal a successful mission. Please give us a call.