Like many others, my own parents hated to think about money or planning, and as a result, were not prepared for retirement. My passion for helping others achieve a better outcome stems from this experience.

It gives me great pride to help families and business owners achieve a 'work optional' lifestyle. I want our team to be the first choice of those who seek a friendly, personal and professional approach to achieving their serious, long-term financial goals.

I graduated from Bentley University in 1999 and joined Edward Jones in 2003, after a few years as a technology consultant in Boston.

As your financial advisor, I want to understand what is important to you. We use our established 5-step process to build personalized strategies to help you reach your goals and we will partner together throughout your life to help keep you on track.

I'm proud to serve the Westford and surrounding communities and enjoy giving back as much as possible. I'm a past president and member of the Westford Rotary Club since 2004. I'm also active in Habitat for Humanity of Greater Lowell and previously served as board member and president of the board.

When I'm not working with clients or helping the community, I enjoy spending time with my wife, Beth, and our children, Katharine and Gus. I enjoy traveling, golf, guitar and working around the house.

Diana Keaney, senior branch office administrator, joined our team in 2007, and enjoys partnering with clients and their families to enhance their experience with our branch.

Jessamyn Hagelberg, branch office administrator, truly enjoys serving and helping others, and has been part of our branch team since early 2019.

It is an honor and a privilege for our branch team to serve our clients. Please contact me to begin discussing your situation and options.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities

My Personal Interests

  • Spending Time with Family
  • Woodworking
  • Music
  • Golfing
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

Email Me

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