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

I joined Edward Jones as a financial advisor in 1993, opening the firm’s first branch office in Brattleboro. Today, Edward Jones serves the community from five convenient locations.

I earned a bachelor’s degree in political science from the University of Maine at Orono and an MBA in organizational leadership from Norwich University. In addition, I received have the AAMS® professional designation. The College for Financial Planning awards the AAMS® designation 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.

My branch office administrator, Janice Berg, has over three years of experience with Edward Jones and is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.