About us

I took over the Edward Jones Greenlawn office in August of 2023. Previously, I worked at Merrill Lynch in Melville as a Senior financial advisor, and spent fifteen years in the asset management space working for Hartford Funds and Oppenheimer Funds. I have been registered as a securities professional since 1997 and have leveraged that experience when working with families, individuals and business owners, helping them prepare for their future, live off their investments and maximize their quality of life. I also spent close to a decade working closely with the MIT AgeLab and presenting on insights and trends in the aging.

Our core values: Family comes first. Our clients are family. We love helping people. Our integrity and reputation are never compromised.

I live in Huntington with my wife, Jade. We both attended the US Naval Academy in Annapolis, MD, with the classes of 1997 (Rob) and 2004 (Jade).

Please stop in any time and say hello to Elinor or myself. Walk-ins welcome.