As an experienced financial advisor for over 10 years I am grateful to have helped so many clients with achieving their personal and financial goals. After several years working in large financial institutions such as Merrill Lynch and MFS Investment Management, I realized that not only my favorite part of the job was building meaningful relationships with clients, but it was also the most rewarding. The combination of doing what I love and successfully helping others is what drew me to Edward Jones.

Commitment and dedication is what you will find when working with our Melrose office. We strive to provide our clients with the highest level of service. Keeping you updated on your accounts and informing you of changes or new opportunities will be continuous. Clients always come first.

I grew up in Melrose, and I am fortunate to reside and work in this beautiful city. My wife, Maggie, and I, along with our two sons, CJ and Jake, and our dog, Nala, reside here. You will often find us at ball fields, parks or participating in local community events.

Outside the office, I pursue many volunteer activities including:
- Melrose City Councilor 2019- present
- Chamber of Commerce - past president - 2014-2017
- Rotary- past president - 2018-2019

Volunteering and being an active community member has given me the opportunity to meet many people. From this, I have learned to work with new families just starting out, seasoned families that are embarking on new stages of life, young adults and small businesses owners.

Through it all I have found that strong relationships are key. Whether you're planning for retirement, saving for college or just trying to protect the financial future of the ones you care for the most, we can work together to monitor your progress and find success. I welcome the opportunity to learn more about you and your financial goals.

Lets Connect

Focus areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Special Needs Financial Considerations

Office Information

Office Hours

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

Branch Team

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