I saw firsthand the drive and commitment it took to serve their clients, build and maintain a trusted reputation in the community and work to exceed their clients expectations. Edward Jones has allowed me to pursue my entrepreneurial ambitions while serving others. I started as a financial advisor with Edward Jones in 2008. In 2019, I was named a Limited Partner. I graduated in 1986 from Southern
New Hampshire University, where I played basketball and earned a bachelor's degree in Marketing. I was born in NY and raised in NJ prior to moving to Colorado in 1987. By using an established process, I build personalized strategies to meet my clients goals and strive to help them achieve a work optional lifestyle. My branch office administrator, Michelle Acciavatti and myself take the time to listen and understand what is important to you. At a minimum, we meet with you annually to help ensure we keep you on track. There are many financial advisors who do retirement planning, but what is often overlooked is how to preserve and protect clients assets. Unfortunately, there are life events, such as the death of a loved one, long term care, job lose, taxes etc. that are out of our control and can devastate an individual's estate. That is where our office excels. We develop personalized protection strategies to help our clients hold onto what they worked so hard to save. Whether you are an individual investor or business owner, we want you to feel understood, in control and secure in all aspects of your financial life. I enjoy spending time with my wife, Stephenie, our daughters, Nikki and Danni, and our dog Mack. Our daughters are fifth generation Coloradans. In addition, I enjoy golf, skiing, travel, hiking, camping and supporting the Alzheimer's Association. Member SIPC.
/*********/
For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
