It has been my privilege to help a select group of families accomplish significant goals in their lives over the past two decades. My Senior Branch Office Administrator, Crystal Morse, and I work in partnership with your attorney, CPA and other professionals to help you educate your family, develop your business, retire with dignity and facilitate your legacy and charitable intentions. I enjoy being a financial translator, listening to what's important to you, and then using a disciplined approach to align your financial resources to your goals.

My career with Edward Jones started in 1999, opening the Mattapoisett office in 2000 and becoming a partner in 2010. I train and coach new advisors and serve as a visiting veteran in our training center. For five years, I represented Massachusetts investors on the Edward Jones Grassroots Task Force, bringing the voice of the individual investor to Capitol Hill.

I earned my Bachelor of Science in engineering from Boston University in 1983. I received my AAMS® designation from the College for Financial Planning in 2004. I hold life, health, Series 7, 63, and 66 securities licenses.

In our boating community, I serve as an officer in the United States Coast Guard Auxiliary advancing recreational boating safety. In the business community, I serve on the executive board for the One SouthCoast Chamber of Commerce. Over the years, I have coached youth baseball, basketball and soccer. I was the Scoutmaster for the Mattapoisett Boy Scout troop, and I also serve on the executive board for the Narragansett council. I am an active member and past president of the Mattapoisett Lions Club. I have been awarded the Melvin Jones Fellowship and the Sight Award from the Massachusetts Lions Eye Research Foundation for my community service through the Lions.

My wife, Pam, and I moved to Mattapoisett in 1999 and have been happily married for over 30 years. We have a successful adult son, Brad, and a very spoiled Goldendoodle dog, Ellie.

Focus areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Divorce Finances
  • Charitable Giving
  • Intergenerational Planning

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