I became a financial advisor with Edward Jones in order to serve individuals, families and business owners in a meaningful way. I have over 21 years of experience helping clients organize, plan, protect and transfer wealth. I want to partner with you to keep you informed, so that you can make the best decisions for achieving your goals.

I follow a five-step process to create a personalized financial strategy. I regularly review investments, insurance and estate considerations with you and your family. You can expect three things from me:
- A clear explanation of investments selected
- Timely updates
- Transparent explanation of costs

Our Edward Jones team extends far beyond myself and my branch office. There are thousands of professionals in our home office that help ensure you receive the most current and comprehensive investment guidance. This collaboration between the local branch and our home office has made Edward Jones a top choice for serious long-term investors for nearly 100 years. If you would like to learn more about Edward Jones, please call me to schedule an appointment.

About me: I earned the AAMS® professional designation in 2005. The AAMS® designation is awarded by the College for Financial Planning to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

On a personal note, I have made Easton my home since 2005. I enjoy spending time with family, cooking and traveling. I support local charities and fundraising efforts throughout the South Shore of Massachusetts.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Cooking
  • Gardening
  • Golfing

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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