As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.

I believe it's important to invest my time in understanding what’s most important to you before you invest your money. It's also important to understand the level of risk you're comfortable accepting when investing, so we can balance this with helping you achieve your long-term goals.

The strong client relationships I have today have been built through my 14 years of experience to continually improve my strategies in order to tailor them to the needs of my clients. My passion is to provide financial confidence for individual investors through all market conditions.

Kellie vanRavestyn and I work together as a branch team to make sure our clients receive the very best service from our branch. Along with the resources of our home office, we work confidentially and discreetly with your other financial professionals, including CPAs, estate planning attorney and insurance specialists, to make sure that we understand your complete financial picture.

We are passionate about helping our clients live the life they love. We spend the time with you to ensure that you are both comfortable and confident in your financial strategy. We work with you to make sure you feel understood, informed and in control so that you can focus on what is most important to you and your family.

As your partner, we will be with you throughout life's biggest moments. During the best of times and the worst, we will be there every step of the way.

When I am not in the office or volunteering in the community, you can find me spending time with my wife, Carrie, our three children and our dog, Maggie. We like traveling and spending time with family and friends. I also like to spend time doing almost anything outdoors and for the last four years, I have been section hiking the Appalachian Trail.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Music
  • Hiking
  • Skiing

Office Information

Office Address

25 Railroad Square Suite 201 Haverhill, MA 01832

Office Hours

Office Hours
Weekday Availability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Request an Appointment

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