After 18 years as a financial advisor with various firms, I felt I was at the crossroads of my career. In 2017, at the age of 43 with years of experience, I felt that I needed to make a move that would shape the rest of my career for myself, my family and my clients. With four different offers from national firms, I chose Edward Jones. This decision was a leap of faith for me, as I wanted to make sure I was with a firm that was going to support me and would put my clients first. The Edward Jones Home Office, an office business model with a branch office administrator and the firm’s 5-step financial process, were among the many factors that led me to my decision. The factor that influenced me the most was Edward Jones’ rankings in Fortune Magazine’s “Best Companies to Work for”.*
After three years with Edward Jones, I realized what a great decision I made. The support I receive from the Home Office and Dominica Prosser, my Branch Office Administrator, has impacted the way I work with my clients in such a positive way. My focus is on my clients and what matters most to them, by building strategies tailored towards their goals and needs.
I understand there are many options available for investors. Dominica and I strive to create the ideal client experience. We will provide individualized strategies built on trust and service. Our ideal client is someone that values advice and is serious about their financial goals.
I earned a bachelor’s degree in history at the University of Buffalo. In addition, I received the CFP® professional certification in 2008.
I am married to my wife, Paige, and am a proud father of five children. Born and raised in Buffalo, we have called Hamburg home for 15 years and participate in many community organizations and events.
Give me an opportunity to show you the difference our team can make in your financial future.