As your local Edward Jones branch team, Hilde Talbot and I are truly honored to serve the individuals and families within our community and throughout the country.
As a team, we value building client relationships by truly understanding what is most important to you now and in the future. With this understanding, we will walk you through our established process of determining the most personalized and comfortable investment strategy to help assure your "financial house" is structurally sound and in order.
We will then continue to partner with you year after year by helping keep you on track towards your long-term financial goals.
Also along the way, we will collaborate with your tax professional, estate attorney and any other professionals that are necessary in keeping all aspects of your financial situation integrated and moving in the same direction.
As an Edward Jones financial advisor, I'm a licensed securities broker, investment advisor and insurance representative. My education and background includes a master's degree in psychology with over a decade in the counseling field. I believe my background and experience helping individuals and families achieve their personal goals only helps me continue to offer an unique experience to my current clients.
On a personal note, I live in Wolfeboro, NH with my wife, Shelly, and two children, Caden and Chloe. As a family, we thoroughly enjoy being an integral part of our community by participating in youth sports and activities, as well as staying active in local charities and events. I also continue to serve as the Wolfeboro Rotary Club president.
As a branch team, we look forward to meeting you, so please call our office and schedule a complimentary review of your current financial goals.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Wealth Strategies
- Insurance & Annuities
- Entrepreneurs & Business Owners
- College Savings