With more than 29 years of experience with this firm, my goal is to continue to provide the highest level of customer service and be a trusted source for helping clients achieve their retirement, education, insurance and legacy goals.

In 1992, I began my Edward Jones career as a financial advisor in Portsmouth, NH, and continue to serve the Portsmouth community today.

I was fortunate to spend my childhood traveling the world as a military brat and eventually put down roots in New England at the University of Connecticut, where I obtained my bachelor's degree. I later earned my Master of Business Administration degree from the University of Massachusetts in 1990. I have resided in Greenland, NH, with my wife, Kelli, for the past 25 years.

I have previously served on the board of directors for Area Homecare and the St. John's Masonic Association. I am a proud former member of the Kiwanis Club of The Seacoast and am actively involved in the Great Bay Oyster Restoration, and other wildlife conservation projects in my community.

During my Edward Jones career, I have served in various capacities on the region's leadership team. I attended the Managing Partner's Conference multiple times, an honor reserved for the top 400 of the firm's more than 19,000 financial advisors. Furthermore, my staff and I have attended the Drucker Council, which recognizes the firm's top 75 office teams. I have been humbled to receive the Ted Jones Spirit of Caring Award in 2015, an honor bestowed upon me by my peers in the region.

My branch office administrators, Phoenix DeMark, Jeannine Trenholme and Kelli Day, have 29 years of combined experience. We are passionate about building relationships with our clients and establishing a personalized process to help achieve their goals. Our branch team is dedicated to providing the highest level of service possible and look forward to partnering together with you to help keep your goals on track.

Focus areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Charitable Giving

Office Information

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 - 12:00PM
Sat Closed
Sun Closed

Branch Team

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