Whether it’s your family or your business, as a husband, father and former officer in the U.S. Coast Guard, I understand the dedication and responsibility we feel working on behalf of those we care about most. That’s why I am so inspired by the work that we do at Edward Jones and the impact it carries in people’s lives. Since 2014, I’ve been proudly partnering with individuals and their families to achieve what is most important to them. By using our proven process and getting to know our clients as individuals, we empower our family of clients to take control of their financial futures.

By identifying and prioritizing what matters most to you, we are able to create transformational financial strategies that are directly related to how comfortable you are with risk and how you prefer to work with us. I am a CFP® professional and always put my client's interest first. That’s why I believe that you as an investor should always know the next step in your financial strategy before we arrive at that moment. That way, we can ensure you never feel pressured or rushed to make any decisions, even in times of market volatility. We may not be able to predict everything the market will throw our way, but by working together, we can create a strategy built strong enough to withstand the uncertainties of life.

Our Lexington, MA, branch office prides itself on partnering with successful, kind investors both locally and remotely. We focus on clients nearing retirement, high-net-worth families with complex financial needs, those seeking tax-optimized financial strategies and others working towards long-term financial goals. It’s important to Donna and to me that your questions are answered, and requests are handled in a professional, timely manner from someone who personally knows and cares about each member of our client family. Call or message us today to see if you’d be a good fit for our services.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Socially Conscious Investing
  • Military Professionals & Veterans
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Movies & Entertainment
  • Golfing
  • Football

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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