"To use the resources, ability and background in my life to educate, coach and partner with people to make a positive impact in their lives." Defining this statement took months of work and many revisions; it truly defines my purpose here at Edward Jones. Let's dive a little deeper.

Educate – Engaging with clients to make sure they understand all their options regarding their financial goals. Drawing on our vast resources to make sure the client has all the information they need to make sound decisions. Making sure that our clients leave with all their financial and retirement questions answered.

Coach – Supporting our clients in the achievement of their financial goals. Engage in dialogue with clients to correctly set their retirement goals and find the best way to achieve those goals.

Partner – This is our branch team working in the best interest of our clients. We seek to maintain a relationship where we stay on target amid the financial changes that we will face.

On a personal level, my wife, Laura, and I are both proud of the opportunity to work with Edward Jones. Laura is a Senior Branch Office Administrator and has been with the firm for nine years. We live in Wakefield with our youngest son Adam. We have two older sons, Ethan and Andrew, who have successful careers and families of their own.

My free time is mainly spent outdoors with its many offerings: hunting and fishing, boating, mountain biking and skiing. I proudly serve as a coach in Little League Baseball and USSA Ski Racing, in addition to being the president of the Wakefield-Bessemer Rotary Club. I enjoy serving our community and providing opportunities for our youth.

I am fortunate to be joined with my Branch Office Administrator, Missy Lane. Missy joined the branch in May 2021 and has over 30 years of office administration and customer service experience that compliments the branch's mission of serving all clients with kindness, respect and compassion.

Let's connect and get your strategy started. I look forward to hearing how I may help you achieve your financial goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • New Investors
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Skiing
  • Mountain Biking
  • Active Lifestyle

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need 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 quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More