As an Edward Jones financial advisor, my mission is simple: to understand what matters most to you and your family — today, tomorrow and for generations to come. I partner with high-income families and individuals who want to be intentional about building, preserving and ultimately transferring their wealth. Whether you are focused on maximizing retirement income, funding education for future generations or creating a legacy that reflects your values, I use our established process to design a personalized strategy aligned with your goals, needs and risk tolerance.
Growing up as the second oldest of nine children in upstate New York shaped my appreciation for family, responsibility and long-term planning. Those values ultimately led me to Maryland, where I earned my degree from Loyola University Maryland before beginning my career in finance. After starting out at a small firm in northern Virginia, I recognized the importance of providing clients with comprehensive, relationship-driven guidance. That realization brought me to Edward Jones in 2012, where I’ve been able to serve families in a truly holistic way.
As part of my commitment to professional excellence, I have earned the AAMS® designation and have held multiple leadership and training roles within the firm. My branch office administrator, Connie — who brings more than 20 years of experience at Edward Jones — helps ensure that every client interaction is met with exceptional service and care.
I am grateful to work in a profession that allows me to make a meaningful impact in my clients’ lives, particularly as they navigate the complexities of wealth accumulation, tax-efficient strategies and multigenerational legacy planning. Backed by the extensive resources of Edward Jones, I am dedicated to helping successful families make confident, informed decisions at every stage of their financial journey.
Outside the office, I live in Middle River with my wife, Erika, our son, Dean, and our two cats, Lyla and Loki. We enjoy traveling, boating, exercising and singing karaoke (poorly) with our friends and family.
If you have questions about your investments, retirement planning, risk management or long-term legacy strategies, I welcome the opportunity to connect. I look forward to partnering with you — and your tax and legal professionals — to help you build and preserve the financial future you envision.