Being an Edward Jones financial advisor allows me to adhere to a trusted and proven process to help my clients attain their goals and objectives.

I pride myself on following our value proposition which consists of three valuable tenants:

1. Understanding what is important to you.

2. Using an established process to build personalized strategies to help reach your goals (education, retirement and anything else on your list).

3. Partnering together throughout our relationship to help keep you on track.

As a graduate of UMass Dartmouth, my career path led me to Putnam Investments and Citizens Bank Financial Services, focusing on investment diversification, understanding retirement plans and managing investment teams and our processes.

I am married to my wonderful wife, Dawn, and I have three children: Alexandra, Julia and Nicholas, and two stepchildren, Brendan and Kaelen. I was active in coaching soccer, basketball and baseball. I also coached CYO Basketball for our local church and participated as a board member for the Warren Youth Soccer organization. My hobbies include participating in a golf league at Swansea CC, being a proud season ticket holder with the New England Patriots and being passionate about college basketball.

I chose Edward Jones as the firm I wanted to work for as a financial advisor. Why? With almost 100 years of experience, the focus on doing the right thing for the client, the expertise of my peers, the senior management team and the knowledgeable office support, working at Edward Jones allows my team to be successful.

My branch office administrator, Lauren MacKinnon, has been with our firm since 2010 and has served as a mentor to our firm. Lauren was born and raised in Marion and has worked in the community for over 20 years. She and I work as a team to make sure we are focused on what's most important to you.

Success is always measured on our clients attaining their goals. I look forward to sitting down with you to help with yours!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • College Savings
  • Insurance & Annuities
  • New Investors

Office Information

Office Address

340 Front Street Unit C Marion, MA 02738

Mailing Address

Po Box 60 Marion, MA 02738

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
  • Weekends

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