I live in Moretown, VT with my wife and two kids. I enjoy spending time with them and love outdoor activities that include camping, fishing and canoeing. We also enjoy time mountain biking, hiking, playing hockey and soccer.

After years as a supervisor in the diagnostic imaging department at our local hospital, I was ready for a change and came to Edward Jones in 2017. What I really enjoy about working at Edward Jones is the ability to connect with clients and help them reach their financial goals. It is a pleasure to work with folks and understand what is most important to them. By understanding our client's goals, I can then provide my established solutions-based approach. In my practice, I focus on assisting my clients as they transition from their career into retirement. Additionally, I work with many business owners to maximize tax savings by finding the appropriate retirement plan for them and their business.

While I assist my clients and help them reach their goals, Edward Jones also provides for me a wonderful work-life balance that allows me to stay connected to my community. I love youth sports and enjoy coaching soccer and hockey for my children and their teammates. If I can be of assistance in helping you reach your financial goals, please give our office a call for a free review.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans

My Personal Interests

  • Active Lifestyle
  • Coaching Sports
  • Mountain Biking
  • Hockey
  • Community Outreach

Office Information

Office Address

1 Conti Circle Suite 2 Barre, VT 05641

Office Hours

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

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