At Edward Jones, every strategy we offer and every solution we recommend is based on what's most important to you. Once we understand your priorities, we can help you identify specific goals and develop strategies to help you work toward achieving them. We value personal relationships based on a deep understanding of your unique financial needs and tailor our approach accordingly, while providing exceptional service.

Originally from Natick, MA, I was drawn to this career by witnessing first hand, through evening sessions at the kitchen table, the undeniable value my parents' relationship with their financial advisor provided to our family. After attending Virginia Tech and graduating magna cum laude with a bachelors degree in finance, I went to work in the Financial Advisor Career Development program for recent graduates at our home office in St. Louis, MO. Upon returning to Greater Boston, I began in the Bedford office before transitioning here to Wakefield where I have been ever since. My branch office administrator, Karen Peters, and I are proud to work for Edward Jones, which has ranked among the Best Places to work in Massachusetts for 11 consecutive years.

I have enjoyed and valued becoming an active member of the community through my service as a board member on the Wakefield Rotary, volunteering as a coach at Wakefield High and being a member of the Chamber of Commerce.

We strive to provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs. Please don't hesitate to give us a call, and we look forward to getting to know you.

[email protected]

My Personal Interests

  • Hiking
  • Golfing
  • Coaching Sports
  • Skiing
  • Traveling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 06:00PM
Sat By Appointment Only
Sun Closed
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More