One of the privileges of my job is when clients proudly show me pictures of their grandchildren and tell me about their travels and hobbies. I don’t just help my clients manage their finances, I help give them the financial flexibility to enjoy their passions.
“What’s most important to you?” This is frequently the first question I ask. The answer to this question will guide our future conversations, making sure our branch team is doing everything we can to help you achieve your goals and dreams.
My focus is helping families organize, build, protect and transfer wealth. I do this by communicating proactively with my clients as I help them understand investments, risks and costs, as well as the importance of setting goals.
I have been a financial advisor with Edward Jones since 2012. In order to better serve my clients, I earned the ChFC®, CEPA®, AAMS™, CRPS™ and CRPC™ professional designations. I am a graduate of Columbia University where I was team captain as well as first team All-Ivy basketball player. After graduation, I played professional basketball in Europe before moving to financial services, where I worked as an executive as an institutional equity trader for close to 20 years prior to joining Edward Jones.
My background is an advantage to the custom-designed strategies I create for clients. Clients often come to me in times of transition, such as retirement, selling a business or receiving an inheritance. Complex strategies often require my collaboration with your other professionals such as CPAs and attorneys.
In 2013, my wife, Amy, and I moved to Ridgefield, CT, with our then two sons. Since then, our family has grown and in 2023, I moved my office to Ridgefield.
Together with my Senior Branch Office Administrator, Michele Hernandez, we work to provide the ideal client experience. We are passionate about providing the highest level of client-focused service.
Outside of my role with Edward Jones, I am active in the Ridgefield Fathers Club and on the board of directors of the Estate Planning Council of Putnam County. I am a past president of the Lake Mahopac Rotary. I spend any spare time with my wife, our four young children and our German Shorthaired Pointer.
To learn more about how we can help you with you financial goals, contact my office today. We look forward to meeting you and learning what is most important to you and your family.