As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what my clients are working toward before they invest their money. Working closely with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help you with retirement savings strategies allowing more options when you retire.

At Edward Jones, we focus on you. We have thousands of people and advanced technology supporting our office so we can help ensure you receive the most current and comprehensive guidance.

I have been a financial advisor with Edward Jones since 2013 and have also received the CFP® professional designation.

I grew up in Connecticut and graduated from Central Connecticut State University with a B.F.A. in 2002. After finishing my degree, I moved to New York City for eight years. I moved back "home", and I am currently a resident of Terryville.

My husband and I enjoy the outdoors and spend much of our free time gardening, hiking and exploring the beauty of New England. We have an interest in ecology and started beekeeping with a hive in our yard. We are still learning and hope to have six hives this year. We both love giving back to our community and volunteering our time for local charities.

Karen Jannelle is my Senior Branch Office Administrator. Karen works full-time assisting me with providing our clients the highest level of service possible. Relationships are key, and in our view, meeting face to face is the best way to build our relationship; however, we meet when it is convenient for you. We both understand that busy schedules make life hectic and we design our communication and business around your needs.

Our office is located in the beautiful Riverdale Farms Shopping Plaza in Avon. Parking is free and there are many restaurants and shops nearby.

Call us and schedule an appointment, we look forward to meeting you.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • College Savings
  • New Investors

My Personal Interests

  • Community Outreach
  • Gardening
  • Running
  • Animal Rescue
  • Backpacking

Office Information

Mailing Address

124 Simsbury Rd 9l Avon, CT 06001

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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