As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what is most important to you. I value personal relationships based on a deep understanding of your unique financial needs. Once I understand your priorities, I can help you identify specific financial goals and then develop strategies to help you work toward achieving them.

In 2004, I began my Edward Jones career as a financial advisor in Topsfield. In 2017, I became a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voice of the individual investor heard on Capitol Hill. The task force is comprised of financial advisors and branch office administrators from all 50 states. Its representatives serve as a constituent resource for elected officials and staff to ensure they are well informed on legislative and regulatory issues impacting individual investors.

In 2018, 2019 and 2020, I qualified to attend the Edward Jones Women’s Conference, an honor reserved for the firm’s top 250 female financial advisors.

I attended the University of Chicago and received an MBA in finance and statistics in 1988. In 1984, I earned a bachelor’s degree in economics from Grinnell College, and in 1983, I was a general course student at the London School of Economics. In addition, I was awarded the CFA® designation in 1993.

My spouse, Roger, and I have three children, Sarah, Samuel and Michael. Originally from Missouri, my family and I have lived on the north shore of Boston for 20 years.

Our branch team includes Sarah Dik, who joined our practice in 2017 as a financial advisor, as well as senior branch office administrators Elaine Barosin and Mary Hellrigal. We provide a highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.