At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.
Prior to joining Edward Jones, I worked in the financial industry for over 15 years at companies such as JP Morgan and Bank of America. I came to Edward Jones in 2024 because I wanted to work more personally with individual investors.
I earned a Bachelor of Business Administration from the University of Notre Dame in 2007 and an MBA from New York University in 2013. While attending Notre Dame, I was a student manager for the football and baseball teams.
I grew up in New Jersey and moved to the Chicago suburbs in 2022 with my wife, Bridget, and our two children, Sophia and Ryan. I enjoy coaching youth sports and being actively involved in the school community. I like to golf, cook, garden and cheer on the New York Rangers, Giants, Yankees and Notre Dame.
I would like to help provide the answers to your questions, so you can make informed, financially sound decisions. Contact me to discuss your situation and options.