After serving for over twenty years in the medical field, I joined the Edward Jones team in 2001. So many of the traits that guided me as a first responder carried into my career as a financial advisor: Compassion and kindness as well as a drive to continuously expand my knowledge. I built a reputation true to my original core values of honesty, empathy, hard work, respect for others and always keeping my word.

Earning my AAMS® designation, and then accepting the offer of limited partnership within Edward Jones has given me the ability to address the specific needs of high net-worth clients and more importantly – to always put their needs first. I believe it's important to invest my time understanding what you're working toward before you invest your money. Whether you're planning for retirement, saving for college for loved ones or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.

Our team includes two outstanding branch office administrators: Senior BOA Kylah Coffey has been with me for over 10 years and Kathleen Bardell joined us in 2021 to complete our team. Our dedication and experience allow us to positively impact our clients throughout their lives and their legacies.

We welcome the opportunity to work with your attorney, accountant and other trusted professionals that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

When I’m not at Edward Jones, I enjoy sharing my love of the outdoors, sports and fine dining with my three sons and wife, Linda.

If you are searching for an experienced financial advisor who can successfully navigate complex wealth needs/strategies and serve as a guide and an advocate with something so personal and meaningful as a person's finances, then look no further. Call Kylah or Kathy today to schedule your appointment.

Focus areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Special Needs Financial Considerations

My Personal Interests

  • Art & Theater
  • Cycling
  • Fine Dining
  • Football
  • Spending Time with Family

Office Information

Office Address

605 Main Street Reading, MA 01867

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Branch Team

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