With over 10 years of experience as a financial advisor at Edward Jones, I take a disciplined approach to help my clients achieve the financial goals and dreams that are most important to them. Our vision is to help our clients build wealth, protect it, enjoy it and transfer it in the most tax-efficient way possible. We help our clients feel safe, secure and confident in the customized strategy for them. I have modeled my practice after my former experience as a world class competitor on the U.S. Ski Team, and we use a strategic approach to help individuals bring their dreams to life.

When I'm not in the office, I can be found volunteering as a coach for my son's little league baseball team or ski programs. In the winter, our family heads to the mountains, learning to ski on the slopes. We love being in the outdoors, hiking, camping, fishing and hunting.

I have been a member and supporter of the Mad River Rotary Club and have been a trustee for the Joslin Memorial Library for nearly 10 years. We strive to make our communities better; if we can help you or someone you truly care about, please give our office a call to set up a complimentary consultation.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • College Savings

Office Information

Office Hours

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

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