After working in accounting, finance and school business administration, I have found my purpose in helping people reach their financial goals. Since starting with Edward Jones in 2000, I have used an established process to help you achieve your goals, and partner with you throughout your lifetime to help keep you on track. My background, as well as my CERTIFIED FINANCIAL PLANNER™ certification, has equipped me to help you navigate periods of uncertainty and gain control over your future.

My method starts with taking time to understand your personal situation and comfort with investment risk, while finding the steps necessary to help you reach your long-term goals. We'll then agree on how often to meet throughout the year to help ensure you on the right path to meet your objectives. I'm happy to support you in building funds for buying your up north cottage or southern retirement home, traveling to the elegant vineyards of Italy, or even just some additional rounds of golf with your grandkids. Together, we'll come up with a strategy so you can feel confident financially, and I'll be here with you along the way. I'm able to meet with you in my Plymouth office as well as via phone or web conference.

Though I am an avid sports fan and will never give up trying to improve my golf game, my true passion outside of work is music. Since I was young, I have performed as a vocal soloist, and currently am a member of the Grunyons – a male a cappella group. I also enjoy attending live concerts whenever possible and am very fond of saying "the more you like music, the more music you like."

Kathy O'Neil and I have been working side by side for the past 17 years and are both limited partners in the firm. Along with Krysta McBride, we make a great team focused on serving you.

Focus areas

  • Wealth Strategies
  • Insurance & Annuities
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • LGBT Finances
  • Retirement Income Strategies

My Personal Interests

  • Music
  • Personal Fitness
  • Golfing
  • Traveling
  • Sustainability

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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