I have worked as an Edward Jones financial advisor since 2013. I participate in mentoring new financial advisors and currently operate as the performance leader for our region. I graduated from Gwynedd Mercy University with a bachelor's degree in business and completed my MBA in finance at DeSales University in 2010. Since then, I have also earned my CFP® certification, CPWA® certification, CEPA® certification and AAMS™ designation.
In my community, I served two terms as chairman of the board for the chamber of commerce for Greater Montgomery County and served as the immediate past chair in 2022. I also previously served as a board member for the North Wales Area Library, the Gwynedd Mercy University Alumni board and the board of Laurel House, an agency dedicated to ending domestic violence. Throughout the year, I spend several evenings volunteering as an instructor of investment education for the North Penn Community Education Program. Furthermore, I have stepped into the role of Pennsylvania representative for the Edward Jones Grassroots Task Force so that I may be a mouthpiece for the voices of my clients and the individual investor on Capitol Hill.
Ultimately, I enjoy the time I spend actively engaging in my community and giving back to the organizations that helped shape my life.
I was born and raised in North Wales, Pennsylvania, and I met my wife in eighth grade at Penndale Middle School. We now live in Upper Gwynedd Township and have three wonderful children.