I have been a financial advisor at Edward Jones for over 20 years and hold the Accredited Asset Management Specialist®, Certified Exit Planning Advisor® and CERTIFIED FINANCIAL PLANNER® certifications. I’m honored to be named one of Forbes Best-in-State Wealth Advisors* for New Jersey in 2025.As a financial advisor, I invest time in understanding what truly matters to my clients—their goals, family dynamics, personal history and risk tolerance. These form the foundation of the tailored wealth strategies we create together. My team and I use a comprehensive process to help address five key concerns: making smart decisions about money, mitigating taxes, caring for heirs, protecting assets and maximizing charitable giving. We work with a network of professionals to help our clients pursue their goals efficiently and effectively.I grew up in the small farm town of Eden, New York, where I learned the value of hard work and stewardship at an early age. At 12, I started my first job, and at 16, while studying investing with my dad, I discovered my passion for helping others achieve financial success.After earning bachelor’s degrees in business administration, economics, and political science from Indiana Wesleyan University in 2003, I began my career at Edward Jones’ headquarters in St. Louis. In 2005, I moved to Ocean City, New Jersey, which has since become home for me, my wife, Kelly, and our three children—Samuel, Madelyn and Grace. I enjoy traveling, fly fishing, hiking, the beach and spending time with family.I’m also fortunate to have a strong partner in the office, Associate Financial Advisor Robert Madara, who helps me deliver the best service possible. Throughout my career, I’ve found joy in giving back—serving on nonprofit boards, coaching and taking on leadership roles within Edward Jones. Helping others remains a core part of who I am.