I love helping my clients. I am thankful that, as an Edward Jones financial advisor, I work at a firm aligned with my belief that the client comes first. Honesty, integrity and transparency are critical. Attributes like this are built into our processes because we genuinely care about what is best for our clients.

I invest my time in understanding what’s most important to you. I work to understand the level of risk you're comfortable with when investing, so we can balance this with your long-term goals. My passion is to provide confidence for individual investors through all market conditions.

My family and I have lived in the Simsbury area since 2005. My wife, Jennifer, and I both grew up in Vermont and have been married for 21 years. We have twin sons, Seth and Ryan, who attended Granby High School and are now in college.

I earned my Chartered Retirement Planning Counselor™, or CRPC™, designation. I am currently registered in many states for financial securities. I am also licensed for Life, Long Term Care and Disability insurance as well as annuities so I can, when appropriate, help my clients protect what they have saved.

I earned a master's degree from Cornell University in Ithaca, NY. Prior to joining Edward Jones, I spent over 20 years in management and finance, serving numerous Fortune 500 clients. While my past experiences were successful and formative, I plan to spend the rest of my career continuing to help investors in our community.

My Branch Office Administrator, Akira Sato, and I are dedicated to providing the highest level of service. As your Edward Jones branch team, our primary goal is to understand what is important to you and use our established process to help you build personalized strategies to achieve your goals. Working closely with you, your tax advisor, attorney and other trusted professionals, we partner for life to help make sure you and your families stay on track.

We invite you to call our office and schedule a complimentary portfolio review.

Focus areas

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

My Personal Interests

  • Spending Time with Family
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Traveling
  • Cooking

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 By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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