As a financial advisor, I don't just develop portfolio strategies; I build lasting, meaningful relationships. I take the time to get to know you and your family to thoroughly understand what is important to you and them, address your needs and support you in realizing your goals so that your wealth takes care of you and your family today and tomorrow.

Count on me to get back to you promptly, think creatively to diversify your risk and be your go-to advisor who works with the other important professionals in your life, such as your attorney and accountant.

I will be your trusted partner in helping you fund major obligations, such as your retirement, education plans for your children or grandchildren, or foundations and trusts. I can help by developing asset allocation strategies, as well as wealth preservation strategies. I have been helping the people of Mid-Coast Maine reach their financial goals with Edward Jones since 2008.

My partner in the office, branch office administrator Carrie Placey, started with Edward Jones in 2016. Since then, she has been dedicated to providing our clients with the highest level of service possible. Together, we ensure all aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

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