As an Edward Jones financial advisor I partner with individuals in The Lakes Region, offering tailored investment solutions to help them reach their long-term financial goals. Along with senior branch office administrators, Susan Foss and Karen Stone, we are a team that is dedicated to providing the highest level of service possible. We bring a cumulative 40 years of industry experience to our community right here in Wolfeboro, NH.
Since joining Edward Jones as a financial advisor I have focused on the firm's philosophy of partnering with individual investors and developing strategies to help them achieve their long-term goals. I do this by getting to know our clients and their families, understanding what is important to them, what they value and what their needs are.
During my Edward Jones career I have embraced the firm's history of volunteerism and helped other financial advisors in our region by serving in many leadership roles within two different regions. I have also helped to grow the firm and develop new financial advisors by personalized mentoring and through asset and office sharing programs.
Having lived in the community for over 20 years I care deeply about the Wolfeboro Area. I am involved with local charitable organizations and have served on various boards including The Nick, and I am currently the president of the Wolfeboro Area Chamber of Commerce.
My wife, Jillian, and I have been married for 18 years and enjoy spending time with our children, Addison and Jonathan. Having played collegiate football, I value the lessons athletics provide. Both Jillian and I are involved in coaching youth sports and it gives us great pleasure to watch children develop confidence through athletics.
Let us show you how we can make a difference. Contact us for a complementary review. We look forward to working with you.
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