There are a few things in life that I love and have shaped my life; my faith, my family and the beach. I am a surfer and I love everything about the ocean; the waves, the sand, the vibe and how it relates to so many things in life. Preparing for retirement is a lot like surfing; you need help getting started (your financial strategy), you need to put yourself in the best position to catch the waves (your portfolio), you wait patiently (time until retirement) and then you get the joy of riding the wave (being able to retire when and how you choose).

I help people get from where they are to where they want to go by helping to get them in the best position to retire when and how they choose. Many things in my life helped to prepare me for this position: owning small businesses, traveling and living all over the world, being a pastor for the past 25 years, loving people and serving them.

I had a conversation with my dad after he retired. He said he wished someone would have told him when he started working, what it could mean when he contributed to his 401(k). If someone would have told him what the impact would be 25 years down the road if he had contributed $100 more per pay period, he would have done it. This is one of the things that motivates me, I want to help people make sure they have a financial strategy and stay on track so they can enjoy the benefits of hard work and planning in retirement.

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.

I would love the opportunity to review your goals to see if you are on target to reach them or help you to think through and develop a strategy that can set you up for success with your financial future.

Office Information

Office Address

50 Mall Road Ste G15 Burlington, MA 01803

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

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