I love serving our community as a financial advisor for Edward Jones! I provide personalized financial services to individuals contemplating retirement or who have already retired. My desire to help clients approaching retirement grew out of the impacts I saw on close family and friends whose retirement plans were drastically impacted in the financial crisis of 2008.

As a result, I work diligently to understand my clients' goals and develop individualized strategy to help them achieve them. In addition to general services, I often work with clients and their legal and accounting professionals to help identify trust and estate needs, utilize life insurance or annuities where appropriate, develop socially responsible investment portfolios and plan for loved ones with special needs.

I came to Edward Jones after service in the U.S. Air Force, where I specialized in international affairs. This included service as an advisor to the Joint Chiefs and as a member of interagency committees at the White House, under Presidents Bush and Obama, examining economic and foreign policy impacts on defense priorities.

I earned my juris doctor at Georgetown University Law Center and my AAMS® designation from the College for Financial Planning.

I have taught at the undergraduate and graduate levels on economic policy, international affairs and law at Georgetown University, Hamline Law and Norwich University. I have published extensively, including articles and commentary in The International Lawyer, Michigan Law Review First Impressions and Huffington Post.

I have been interviewed on financial topics by local media outlets that include WDEV radio, CBS affiliate WCAX and The Montpelier Bridge.

I stay involved in our local community in a variety of volunteer roles. My wife, Kristen, and I have three children and reside in Montpelier, Vt.

Please schedule an appointment to learn more about how Edward Jones can help you achieve your financial goals.

Office Information

Office Address

219 N Main St Suite 102 Barre, VT 05641

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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