I am a CFP® professional. When it comes to financial strategies, it's important to me to understand what's important to my clients. I strive to make sure they feel understood and in control. I want to experience their perspective and then help them to understand the investment world and how it best serves their unique situation. Together, we work through an established process so my clients know why I suggest a specific strategy, what to expect from it and how much it will cost:

We partner together throughout life to achieve what's most important. Through the market ups and downs, I help clients to feel informed, secure and have realistic expectations.

Originally from Laconia, I am a native to New Hampshire and I have lived in New London since 2016. I serve my community by being a member of the Lake Sunapee Chamber of Commerce in order to help grow and bring new business to our community. I am vice-president of Habitat for Humanity of the Kearsarge/Sunapee Area where I head up the fundraising committee to bring affordable housing to people in need. As a team leader for The New London Garden Club, I am responsible for maintaining the civic beauty of the New London Post Office.

I began my Edward Jones career in 2000 and became a limited partner in 2015.

I attended Springfield College in Massachusetts and graduated cum laude in 1988 with a BA in business management and a minor in psychology.

As a branch team, we are focused on you and your needs, your comfort with risk and ethical practices. The firm has thousands of people and advanced technology supporting our office so that we can best help you reach your long-term financial goals.

Edward Jones is more than just a firm; we are a family. I am dedicated to providing you and your family with the highest level of personal service. Please don't hesitate to call with any questions you may have.

Focus areas

  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Socially Conscious Investing
  • Wealth Strategies
  • Business Retirement Plans
  • Employee Stock Options

My Personal Interests

  • Gardening
  • Hiking
  • Running
  • Yoga
  • Fishing

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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