As an Edward Jones financial advisor, I have had the privilege of serving clients for the past seven years. During this time, I feel fortunate and honored that I have been able to make a positive impact in the lives of my clients and their families. Prior to my career as an Edward Jones financial advisor, I attained 24 years of experience in the financial services industry, which included portfoli
o strategies and trading. I have earned the Certified Investment Management Analyst®, or CIMA®, designation from the Investment Management Consultants Association. To complete the program, a financial professional must pass a comprehensive background check, complete an executive education program and pass a comprehensive certification exam. Additionally, CIMA® designees must adhere to a code of professional responsibility and complete continuing education to maintain their license. My Senior Branch Office Administrator, Angella Dorsch, and I aspire to provide highly personalized service to every client through the use of our established processes. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. A bit about my personal background: I am a native of Bergen County, NJ, and currently reside in Glen Rock, NJ with my wife, our three daughters and our dog, Joey. Additionally, I am an active member of the Greater Pascack Valley Chamber of Commerce and the Westwood Chamber of Commerce. Let's help you get ready for your next moment. Member SIPC.
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