As an Edward Jones financial advisor since 2006, I have dedicated my time to serving as a partner and mentor to my clients, guiding them through important life events and investment decisions over the long term. I take your financial needs very seriously and believe that you deserve financial solutions tailored to your unique life circumstances. Annie, my dedicated branch office administrator, is able to draw from years of office and insurance industry experience to provide support and exceptional service in a personal and professional manner.

We are a branch team that believes we are investing in you. We are passionate in providing the highest level of service and education to help you make sense of investing. We build your financial strategies based on what is most important to you and revisit your goals as needed to ensure you stay on track. We believe there is value in personal service and strive to make an impact in your life by offering professional advice in an approachable and conversational environment. We have the great benefit that, in addition to our branch team, you receive the knowledge and resources of one of the largest firms in the country.

At Edward Jones, our culture values personal relationships based on a deep and meaningful understanding of your unique financial needs. We navigate through our carefully established process that is tailored to your individual goals and challenges while leaving you confident that we have addressed your specific needs, always putting your interests first. When you partner with us, we have the ability to coordinate with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy leveraging everyone's expertise.

As a born and raised New Englander, I enjoy spending my free time outdoors with friends and family, and would like to make sure you are also well positioned to enjoy the lifestyle you dream of. We look forward to working together to make that dream a reality.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances

My Personal Interests

  • Active Lifestyle
  • Golfing
  • Hiking
  • Mountain Biking
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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