I joined Edward Jones as a financial advisor in 2016 after more than 30 years as an accounting and finance professional, more recently having served as the chief financial officer of a Maine-based telecommunications company. I understand the value of a relationship with an Edward Jones financial advisor. My relationship with Edward Jones began as a client in 2001.

It is so easy to be overwhelmed by the circumstances of our lives, especially by events outside of our control. The key is having a plan and moving forward with intention. As a financial advisor, I begin by understanding what is most important to my clients, whether preparing for or living in retirement, saving for college, saving money on taxes or preparing for the unexpected. I use an established process with my clients, along with their attorneys and CPAs, to develop a customized financial strategy. We then partner together throughout your life, meeting regularly to review your goals and your comfort with risk in order to make any adjustments to keep them on track.

I was inspired to pursue a career with Edward Jones after having realized the life changing benefits of being a client and desiring to share that experience with others. Amy and I work together as a team in our branch office located in York, ME to make sure our clients receive the very best service. We are available to meet in person, by phone or by Zoom.

My wife and I have lived in York, ME since 1999. We could not be happier living and working in this extraordinary community. We have two children as well as three rescue dogs. Outside of the office, you'll find me enjoying music, following the various activities of my children, traveling, riding bikes, watching football and auto racing of all kinds. I am also a volunteer instructor in the York Adult Education program and have the honor and privilege to serve on the board of directors of York Community Service Association.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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