I was 8 years old when the Edward Jones firm came into my life; it became my father's career and our family's identifier in our small town in Southern Vermont. I quickly became entranced and in love with the firm's culture toward employees, but most of all, the families and communities Edward Jones impacts. As I grew up within this culture of the importance of family and community, it became my passion. When I set off to college, Edward Jones was there and provided me a job as an on-call branch office administrator, where I got to learn firsthand the impact the firm and its financial advisors have on our local communities.

After graduating from Greenfield Community College, I set off north to the beautiful coast of Maine to the University of Southern Maine in Portland, where I finished my BA in 2015. As a new chapter was about to begin, I took the time to work in a corporate job at Six Flags and within the school system in my local community. It was there I realized how much I was missing the culture of Edward Jones and the values this firm had instilled in our family and myself. It was there that Edward Jones pulled me back to how I can help our local communities, families and businesses. In November 2018 is when I began my training and experience to develop my skills while learning from the most experienced financial advisor in the Greenfield area.

I have the great privilege to work alongside my father, who is a general partner and one of the most revered leaders in the firm. Melanie Waldron is our branch office administrator, bringing her 27 years' experience in the financial industry and vast knowledge of our community to our branch. As a branch team, we provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Wealth Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Intergenerational Planning

My Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Fine Dining
  • Skiing

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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