I began working with Edward Jones in 2010 in Mount Vernon. Throughout my life, helping others has been an integral part of who I am. I chose a career in financial services because I believed I could make a difference in the lives of families in my community, and I joined Edward Jones because I found that their core values aligned with mine.
I am here to help you with your financial needs. My goal for every interaction is to add value to the financial life of each of my clients. When we work together, I start every conversation by listening to you, to ensure I understand what is most important to you. I then work through our established process to help you define your goals and partner with you to keep you on track over the long term.
My ideal clients are those that want to carefully and thoughtfully work towards financial goals that range from preparing for or living in retirement, to sending a child/children to college, or estate considerations. No two scenarios are the same, and neither are the approaches to mapping out the strategies for achieving those goals.
On a personal note, I moved my family to the Lisbon/Mount Vernon community in 1996 from Boston, MA. I have volunteered locally ever since - coaching youth sports, and serving as a boy scout leader and religious education teacher. I am now volunteering with the Mount Vernon-Lisbon Community Development Group (CDG). My wife works for the Mount Vernon school system, we raised two boys and two girls. I like to play golf, ride my bicycle and walk in our State Parks.
Wherever you are on your financial journey, it's always beneficial to have a guide and an advocate. I'd be honored to be yours. Give our office a call to get started today.
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