I know how important it is to develop a plan and see it through. I know that real life financial decisions are more than numbers. They're about family, clarity and confidence. That's why we use an established process to help family-owned businesses and their families work toward financial freedom beyond their business.I joined Edward Jones in 2005, opening the firm's 4th branch office in NYC by 2007. I became a limited partner in 2018. I've built a strong team to serve our clients with intention and care. Jennifer Storck, associate financial advisor, and Sylwia Barthels, branch administrator, are both integral to our practice. Jennifer has been with Edward Jones since 2013 and brings deep experience in client care. Sylwia joined our team in 2022 and ensures every client experience is seamless and personal. In addition to our internal team, we collaborate with a trusted network of professionals, including CPAs, estate attorneys, insurance specialists and business consultants, to serve our clients comprehensively.Before entering the financial world, I served in the U.S. Navy for four years, originally pursuing a career in culinary arts. Two years in, I realized I didn't want to spend my life in a kitchen. I wanted to help people take control of their financial future. I'd always been the one friends turned to for money advice, even when all I knew was, "Put it in the bank." After the Navy, I earned my degree in finance and economics from Old Dominion University in 2005, then received my AAMS® designation in 2010, my CFP® certification in 2013 and CEPA® in 2024 to deepen my work with business owners preparing for growth, succession or exit.A defining moment for me came when my father passed in 2006. I sat with my mom, heartbroken and unsure of what to do with his accounts. A bank advisor gave her poor advice, and I had to step in to help her and our family's future. That moment made something clear: People deserve better guidance. They deserve someone who shows up with clarity, empathy and real strategy, especially when the stakes are high.Outside of work, I love my family. I married my wife, Elaina, in 2012, and our son was born in 2016. Last, I'm active in my community and serve as vice president of the Variety Boys and Girls Club. I believe in leading with integrity, heart and a deep commitment to helping others.