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My Professional Approach

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

My Background

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as branch manager and facilitated the opening of our Concord office. I began my financial services career in 1982, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

Outside of work, I like to spend time with my wife, Jan, and our five adult children—Scott, Jess, Tom, Brittany and Becky. I love all water sports—especially kayaking, scuba diving, water skiing, and wakeboarding. I also enjoy playing golf, hiking, traveling and all things Disney. I’m an avid New York Mets baseball and Jets football fan.

Areas of Concentration

• Advisory Portfolios
• Asset Allocation
• Business Owner Services
• Education Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Portfolio Management
• Retirement Income Planning Strategies
• Retirement Planning Strategies
• Wealth Management

Education and Credentials

• Bucknell University, Bachelor of Science Degree in Business Administration
• CERTIFIED FINANCIAL PLANNER^TM (CFP®) professional, 2007

WHAT IS A CFP®? A CERTIFIED FINANCIAL PLANNER™, or CFP®, certification means a financial advisor has successfully completed a rigorous training program followed by a comprehensive 10-hour exam administered in accordance with the CERTIFIED FINANCIAL PLANNER™ Board of Standards. Professionals who are awarded this accreditation demonstrate skill in analyzing situations and developing personalized long-term financial strategies. CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.