I have been an Edward Jones financial advisor since 2011. I previously worked in operations and franchise management for several Fortune 500 companies. After 20 years of increasingly senior management roles, I realized that what I most enjoyed was inspiring people to pursue their dreams; guiding people throughout their journey to success; and celebrating their milestones, achievements and hard-earned rewards. This realization caused me to make a big change and enter the financial services industry.

Serving as a financial advisor allows me to combine my favorite skills with meticulous planning, rigorous discipline and a careful process for achieving objectives. You see, I’m this way because I grew up in a military family. Seeing my father succeed in a challenging 25-year military career showed me the value of preparation, structure and hard work.

This skill set makes me ideally suited for working with professionals, executives, business owners and anyone with solid financial ambitions. I embrace the challenge of delving into possibilities from every angle, identifying the best strategies and then developing a personalized plan to help balance your needs right now with achieving your long-term goals.

My ideal clients are busy but still take time for financial planning. They know the best part of their lives are yet to come. Some want to retire young and on their own terms. Some want to live better now, taking sabbaticals, traveling extensively or improving the world. Some want the blissful feeling of financial security.

My efforts are supported by my awesome branch team, Donnamarie Chiovitti and Melissa Benkovic. These amazing women collectively have more that 20 years of Edward Jones experience. They are cheerful, delightful and provide brilliant client service!

If you have a financial ambition or situation you’d like to discuss, please call my office to schedule a conversation. I welcome the opportunity to get to know you and explain the ways I can help.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Business Owner Considerations

My Personal Interests

  • Health & Nutrition
  • Personal Fitness
  • Culinary Arts
  • History and Museums
  • Cycling

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:30PM
Tue 08:00AM - 06:30PM
Wed 08:00AM - 06:30PM
Thu 08:00AM - 06:30PM
Fri 08:00AM - 05:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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