My goal as an Edward Jones financial advisor is to help serious, long-term individual investors achieve their financial goals. I do this by understanding your needs and implementing tailored solutions. I believe in the importance of truly recognizing what you hope to achieve in the future before investing your money. Only then will my branch team and I focus on finding the most appropriate financial strategy for you and your family.

I chose to become a financial advisor because it is a pleasure and privilege to help others get on the road to achieving their dreams. I look to provide guidance to those who are approaching their ideal retirement age, and can also be a valuable resource if you are just beginning to start your planning. All of my clients are serious about preparing for retirement, but typically are balancing multiple financial goals. Here at Edward Jones, we partner with our clients throughout their lives to help keep them on track to meet those goals! We work with your CPA, attorney and other professionals to find a strategy that works best for you.

When I'm not at the office, I enjoy spending time at the Winthrop Yacht Club and at events with the Charles River Chamber of Commerce.

If you are interested in our services, you can reach us at (781) 431-9500 and [email protected].

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • College Savings

My Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Skiing
  • Golfing
  • Basketball

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 05:30PM
Fri 08:00AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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