After 28 years in professional investing, mostly as a fixed income portfolio manager in Boston, MA, I decided it was time for a change. Upon returning to Vermont, I discovered what a great opportunity existed to join Edward Jones to help people as a financial advisor. Since then, I have come to realize the opportunity to help families and business owners achieve their financial goals and build multi-generational security to be more rewarding that I ever imaged. I know that investing your hard-earned money can seem overwhelming and intimidating. My years of experience in the financial markets has given me the understanding and confidence to partner with you and properly guide you toward financial security.
I started working in investment management in 1987 after graduating from Boston University with a BSBA in finance. I then earned an MBA from Boston University in 1993 while continuing to work in asset management. My wife, Julie, and I have three grown children, Cam, Zach and Ben, who have made us proud as they have all become wonderful, successful young men.
My Senior Branch Office Administrator, Amanda Lamb, has been with the firm since 2007. In 2016, Amanda received the Ted Jones Spirit of Caring Award which is voted on by her peers. The award is intended to recognize an individual who has contributed to the success of others, the branch team and the firm. She is very dedicated to providing you with the highest level of service possible.
Please contact us to discuss your situation. We strive to first understand what is important to you. After identifying your goals, we use a defined process to build customized strategies to help you achieve them. We will then partner with you for life to help you stay on track and make adjustments as life changes your situation. Together, we will help make your financial goals become a reality.
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning