As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what you're working toward before you invest your money. Working closely with you and your CPA, attorney and any other professionals, we can help you determine the most appropriate financial strategy for you and your family. We can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

I began my Edward Jones career in 2004, serving the Guilford community and beyond as a financial advisor. Prior to joining the firm, I held several positions in corporate finance and project management.

I earned a Bachelor of Science degree at the University of Hartford and a Master of Business Administration from Rensselaer Polytechnic Institute. In addition, I received the AAMS™ and CRPC™ professional designations from the College for Financial Planning® while at Edward Jones.

I am originally from Stafford, CT, and have been married to my wife, Susan, for 33 years. We make our home in Madison.

Active in the community, I am a member of the Rotary Club, the Chamber of Commerce, the Mason's, the Branford Yacht Club and the Guilford Sportsman Association.

My branch office administrator, Rebecca Stakelum, has eight years of experience in the business and is dedicated to providing you with the highest level of service possible.

Relationships are key, and in our view, meeting face to face builds strong relationships. The financial world can sometimes seem like foreign territory. I can work one on one with you to help determine the most appropriate financial strategy.

What may we do for you and your family?

Focus areas

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

My Personal Interests

  • Sailing
  • Fishing
  • Golfing
  • Hunting
  • Community Outreach

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Branch Team

Email Me

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