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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.
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Weekday | Availability |
---|---|
Monday | 08:30AM - 04:30PM |
Mon | 08:30AM - 04:30PM |
Tuesday | 08:30AM - 04:30PM |
Tue | 08:30AM - 04:30PM |
Wednesday | 08:30AM - 04:30PM |
Wed | 08:30AM - 04:30PM |
Thursday | 08:30AM - 04:30PM |
Thu | 08:30AM - 04:30PM |
Friday | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Saturday | Closed |
Sat | Closed |
Sunday | Closed |
Sun | Closed |
Planning your financial future? Our Starting Point tool can help you take the first steps.
Learn MoreNeed help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.
Take the My Priorities quizA summary of last week's market highlights and economic news.
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