I joined Edward Jones in 1999 as a financial advisor opening the first branch in Greenfield, MA and have successfully invited four other financial advisors to join me in Greenfield to better serve clients. My branch team includes Joni Bertram and Melanie Waldron. We work together to create an ideal and comprehensive client experience focused on clearly understanding the financial goals of our clients and prospective clients. Once we understand their goals, we follow an established process and I develop personalized strategies to help our clients achieve these goals. Finally, we partner with our clients to help them stay on track.

In addition to serving as a financial advisor, I am a regional leader responsible for the growth, performance and development of current and future leadership in Vermont. In this role, I lead 68 branches across Vermont helping expand leadership, diversity, readiness, depth and capabilities of financial advisors and branch office administrators to help them positively impact clients' lives. Along with regional leadership responsibilities, I became a principal in the firm in 2015. My team and I have built a successful business that consistently ranks among the firm's top 5% of the 18,000-plus financial advisors at Edward Jones, along with attending serval Managing Partner's Financial Leaders conferences.

My wife, Pamela, and I moved to Southern Vermont in 1991 to raise our three children. I am proud to say all three of our children work for Edward Jones as financial advisors as well. We have two beautiful grandchildren and are excited for our family to continue to grow. My greatest joys are enjoying time with my family, traveling, gardening, personal fitness and attending classic rock concerts. I am very proud to represent a firm that truly keeps our client's interests first!

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Fine Dining
  • Gardening
  • Personal Fitness
  • Wine Collecting/Enthusiast
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Branch Team

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