As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing so we can balance it with the steps necessary to reach your long-term goals.

As a life-long resident of the area, I understand the unique challenges you face. Being dedicated to your business or career takes dedication and time. Having a commitment to your family is also front of mind. This leaves little time to worry about your financial goals, retirement or leaving a legacy. As your financial advisor, I will work with you to help you and your family achieve these goals in a measured, strategic way.

At Edward Jones, we use an established 5-Step process to help you turn your needs into specific financial goals and develop strategies to achieve them:

- Where am I today?
- Where would I like to be?
- Can I get there?
- How do I get there?
- How can I stay on track?

My areas of focus include:

- Retirement Savings Strategies
- Estate and Legacy Strategies
- College Savings
- Retirement Income Strategies
- Special Needs Financial Considerations

I am proud to call Groton my home. When I'm not working, I enjoy spending time with my wife, Kathy, and our three sons. Together, we like hockey, hiking and fishing.

Leslie Blair, Branch Office Administrator, joined my team in 2019. We work together to deliver a tailored strategy to help you achieve your financial goals. We work with your attorney, accountant, and other trusted professionals to establish a personalized process and partner together to help keep your goals on track through all your life's milestones.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Special Needs Financial Considerations

My Personal Interests

  • Fishing
  • Hiking
  • Outdoor Enthusiast
  • Scuba Diving

Office Information

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 Closed
Sun Closed

Branch Team

Email Me

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