Our team has a passion for helping the serious, long-term investor achieve their financial goals. I believe it is critical to understand what is important to you and work closely with you, your CPA, attorney and other professionals so that I can help determine the most appropriate financial strategy for you and your family or business. I do this by getting to know our clients and their families, and understanding what they want, need and value.
Prior to serving my clients at Edward Jones, I served as a naval officer for 25 years. My experience as Director of the U.S. Navy Fleet Safety and Occupational Health programs, navigator of an aircraft carrier, and as a squadron commanding officer, pilot, and military strategic planner have fine-tuned my skills as a leader with vision and a passion for detail. I serve my Edward Jones clients with the same high standards and with the same ideals of honor, courage, and commitment as I served our nation.
I earned my Bachelor of Science in economics from the U.S. Naval Academy and later received an Executive Masters in Business Administration from National University. I have also received the Accredited Asset Management Specialist (AAMS) professional designation. The College for Financial Planning awards the AAMS designation to an individual who successfully completes a professional education program, a final examination, and commits to its code of ethics and continuing education.
I am very active in the community and am a board member of Longwood Rotary Club; member of the Greater West Chester Chamber of Commerce; Board Secretary for the Brandywine Professional Association; member of the Veterans of Foreign Wars (VFW); and currently serve as the Commander of the American Legion Post 134 in West Chester. I participate in the U.S. Patriot Sailing team supporting our veterans, as well as serving as a Blue and Gold Officer to assist eligible high school students in their pursuit of admission to the U.S. Naval Academy.