At Edward Jones, I focus on servicing the financial needs of individual investors of all ages and financial means. I have built my business by treating my clients as I would want to be treated, a simple idea that still makes sense in today's complex world.

After earning a bachelor's degree from Tufts University, I began a career in global manufacturing management in Charlotte, NC. It was there that I first learned the power and personal impact of helping people to achieve their dreams. My wife, Kim, and I moved back to the Paxton/ Worcester community so that we could each help people reach their potential - myself through informed, strategic financial strategies and Kim through her work as a pediatric oncology nurse.

There are many stressors in life, but personal finance should not be one of them. I enjoy working with my clients one-on-one to understand who they are personally and financially. Taking extra time in our meeting ultimately helps me understand every unique angle of a person or family's life. This helps me tailor a strategy to your unique financial goals. No person is the same; neither should be their financial strategy.

Planning your financial future should feel like a weight off your shoulders. Let me help you get there.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners

My Personal Interests

  • Running
  • Triathlons
  • Woodworking
  • Animal Rescue
  • Backpacking

Office Information

Office Address

1097 Pleasant St Suite E Worcester, MA 01602

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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