As a financial advisor at Edward Jones, I feel fortunate to work for an organization that is aligned with my beliefs and is committed to always doing the right thing for every client. To help you achieve your financial goals, I will take the time to understand what is most important to you and the level of risk you are comfortable accepting when investing your money.

Karen Rieser, my Senior Branch Office Administrator, and I work closely together and strive to create an exceptional client experience with our personal service, advanced technology and outstanding organizational support. As a team, we welcome the opportunity to work with you, your attorney, accountant and other trusted professionals to create a customized strategy to help keep you on track throughout your lifetime.

I am an Air Force veteran, on the board of directors for The Auburn Chamber of Commerce and a volunteer for the Pan-Mass Challenge and local Alzheimer's fundraisers. I enjoy golfing, hiking and most importantly, spending time with my wife and three sons at our home in Sturbridge.

Karen resides in Southbridge with her son. She enjoys cooking, entertaining friends and visiting her parents in Florida.

We invite you to call our office to schedule a complimentary portfolio review and answer any questions you may have.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Military Professionals & Veterans
  • LGBT Finances

My Personal Interests

  • Golfing
  • Hiking
  • Traveling
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

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