My upbringing

Growing up as the son of a small business owner in Italy, family values were instilled in me at a young age. I realized the rewards of a tenacious work ethic, discipline and the importance of setting personal goals to achieve financial success. As a working member of my dad's small business, I quickly developed an appreciation for sound financial commitments and obligations. This experience would significantly influence my childhood and shape my future interaction with money and financial health.

My approach with my clients

After working in the service industry, I had the opportunity to follow my passion for finance and joined Edward Jones in November 2010. The firm uses an established process to help families achieve their financial goals. In my role as a financial advisor, I partner with each of my clients, establish their priorities, understand what is important to them and their families and create a personalized financial plan to suit their unique needs. This partnership allows us to explore ideas, overcome obstacles and remain financially stable and on track as life unfolds.

Finding the right balance

I follow the same formula in my own life. As a loving husband and father of 3 boys, I know that life gets busy and complicated. Having a sound financial plan is fundamental to building a strong foundation and allows future generations to succeed. However, I never compromise on life and I always take time to read, play soccer and stay fit. I value family and heritage, so I always find time to take a vacation and visit my family in my native homeland of Sicily.

Come in, let's talk

Whether you're a professional trying to retire early, a family looking to build a solid financial foundation, or simply trying to prioritize your financial obligations. I'm here to help, my work family is here to help, so come in and let's talk.

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 07:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 07:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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