In 1999, I began my career with Edward Jones as a financial advisor in Newport, VT. Today, Edward Jones serves the community with two convenient locations. I became a limited partner with Edward Jones in 2011.

I attended the U.S. Military Academy at West Point, NY and graduated with a Bachelor of Science degree in 1975. I earned a master's degree in engineering (operations research) from the University of Kansas in 1989. In addition, I received the AAMS® professional designation in 2006.

My spouse, Karen, and I have two children. A lifelong Vermonter from Weathersfield, I have lived in Barton, VT since my retirement from service in the U.S. Army in 1995.

Active in the community, I have served as a member of both the Barton Planning Commission and the Zoning Board, as well as the Barton Academy and Graded School Board of Directors. I have been a member of the Rotary Club of Newport for the past 17 years.

I am a member of the Edward Jones Grassroots Task Force, which is dedicated to making the voices of the individual investor heard on Capital Hill. Established in 1985, the Grassroots Task Force is the securities industries' only volunteer advocacy organization.

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.

My Personal Interests

  • Outdoor Enthusiast
  • Gardening
  • Horseback Riding
  • Woodworking

Office Information

Office Address

32b Community Dr Derby, VT 05829

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 By Appointment Only
Sun Closed

Branch Team

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