With years of experience in banking and sales, I joined Edward Jones in 2008, fueled by a desire to serve my hometown and surrounding communities as a financial advisor. In the years since, many family members, old friends and new friends have become cherished clients. I work hard to understand what matters most to my clients, and using an established process, I develop a personalized strategy to help them achieve their financial goals. Partnering with my clients, as they navigate the ever-changing circumstances of their lives, has been a great source of personal and professional satisfaction for me.

Born and raised in Holyoke, I was educated in the public school system and later studied at Holyoke Community College, the University of Massachusetts and Westfield State University; I earned degrees in liberal arts and business management. My wife, Mary, is also a lifelong Holyoke resident, and we chose the city to raise our three, now-adult children: James, Abigail and Matthew. I have always been drawn to community service, and I currently serve on Greater Holyoke YMCA Board, the Daybrook Village Finance Committee and the Holyoke Community College Foundation.

My Branch Office Administrator, Brigid McKenna, has a bachelor's degree in American studies from Mount Holyoke College, and she brings almost two decades of customer service experience to our branch. She is an enthusiastic part of the branch team, and she is committed to providing personalized service to our clients.

We embrace the opportunity to serve serious, long-term investors in our community, and we enjoy working in partnership with other key members of their professional team— such as their tax preparer or estate attorney, and the 5,500 members of our home office. We strive to ensure that they receive the best possible advice that we can offer to achieve their financial goals.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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