As an Edward Jones financial advisor, I invest my time to understand what's most important to you. I collaborate with you and your CPA, attorney and other professionals, as needed, to determine the most effective financial strategy for you, your family or your business.

I typically meet with prospective clients twice. In the first meeting, I learn about your goals and current financial situation. In the second meeting, I share my analysis and recommendations. Once you become a client, I will partner with you throughout your life to help you stay on track to meet your goals.

My career prior to joining Edward Jones in 2019 includes work in hospitality sales and management for Starwood, Marriott and Hyatt hotels. Before that, I graduated from The University of Arizona in 2000 with a Bachelor of Science degree in business administration with a major in finance.

As an active member of the community, I enjoy coaching youth sports and supporting various neighborhood organizations in the South Boston community.

Whether you have a specific financial question or general interest in learning more about my services, I encourage you to call my office to speak with me: 617-268-1868. I am dedicated to providing you with the highest level of service possible.