My ambition is to help you reach your long-term individual and family goals with a personal approach to financial advising.

I want to understand what is most important to you. We will use an established process to build personalized strategies to help you achieve your goals, and we will partner together throughout your life to help keep you on track.

We believe in convenience for our clients, so in addition to appointments here at our local office, we also have full virtual appointment capabilities to meet in the comfort of your home.

Prior to serving as a financial advisor here at Edward Jones, I specialized in designing and implementing financial software systems at several Fortune 500 companies and state governments. It was through those experiences that I developed a passion for working one on one with clients to identify, plan and achieve their financial goals.

Prior to that career, I served five years of enlistment in the Marine Corps from 1998 to 2003. Upon honorable discharge, I returned home to maximize my GI Bill benefits by attending the University of Connecticut. I completed my Bachelor of Science degree through the School of Business with a concentration in finance and graduated with magna cum laude honors in 2005.

In addition to holding Series 7 and Series 66 securities registrations, I hold the CFP® and Accredited Asset Management Specialist™ (AAMS®)* professional designations. I am also a licensed life insurance, annuity and long-term care professional in multiple states.

*The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

Focus areas

  • Estate & Legacy Strategies
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Socially Conscious Investing
  • Business Retirement Plans
  • Insurance & Annuities

My Personal Interests

  • Animal Rescue
  • Health & Nutrition
  • Cycling
  • Gardening
  • Triathlons

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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