As a CFP® professional, I strive to create a positive impact. I realize that each of my clients have unique financial goals. Together, we will focus on what's important to you. With my experience along with the tools, resources and firm support, I will create a personalized strategy, tailored to your specific needs. When I first joined Edward Jones in 2018, I felt a strong draw to the firm's primary value of putting the client first. In addition to my role as financial advisor, I support our team as a performance leader and previously served as the diversity leader to better serve our communities. My team includes Elaine Rho as office administrator. Our dedicated home office support team aids in streamlining an excellent client experience. I also partner with other professionals (CPAs, attorneys and life insurance consultants) to provide expert guidance to the businesses and families I serve. I moved to the East Coast from California in 1989 to pursue my dream of a career on Wall Street. After marrying in 1992, my wife and I settled in New Jersey to raise our three children. Through the many stages of life, my career in finance is still going strong and our family has grown to add the joy of our first grandchild. In my personal time, I enjoy spending time with my family and being outdoors, whether cycling, jogging, skiing, golfing or puttering around the garden. I also get joy from giving back to my community, where I've served as an Elder, coached youth sports teams and currently volunteer as a first responder on our town's First Aid Squad. I am also a member of the Englewood Rotary Club where I participate in the Food Pantry Project with ShopRite and Center for Food Action to provide healthy nutrition to local families in need. Call me to discover if we are a good fit. It starts with a conversation.