As a financial advisor, I am driven by the joy of helping people achieve their goals. While growing up in the Gardner area, I learned the value of a dollar through hard work. While working full time, I went to Nichols College and graduated with my bachelor's degree in business administration and finance. I have worked for Edward Jones since 2007. In 2015, I became a limited partner of the firm.

As your branch team, we believe it is important to invest our time in understanding what is important to you and your family. Once I know that, I use my established process to help you set financial goals that support your priorities and create a personalized strategy to help meet your goals. We work closely with you and your CPA, attorney and other professionals, so we can determine the most appropriate financial strategy for you and your family.

When I am not at the office, I am usually in Gardner spending time with family and friends. I have two wonderful children: Mason (4) and Violet (3). I also love to cook and have a passion for travel.

I also enjoy being an active member of the community. I am a board member of the MWCC Alumni Network. I am on the board of directors for the Greater Gardner Chamber of Commerce and an ambassador for the Greater Gardner Chamber of Commerce. I am also an active member of the Women's Circle of Giving in Gardner. I am on the advisory board for the Community Foundation of North Central MA. I have also been an assistant coach for Girls on the Run in Gardner.

I have also served Edward Jones as a Solutions Systems Coach for new financial advisors in the firm. My past roles include solutions systems coach and a mentor for branch office administrators.

Jackie Budwick, our team's branch office administrator, is dedicated to providing you with the highest level of service possible.

Together, we can help you build a future for your family. Please do not hesitate to call us with any questions. We look forward to working with you!

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Volunteering
  • Traveling
  • Cooking

Office Information

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Branch Team

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