As a long-time client of Edward Jones and a financial advisor at the firm since 2012, I have weathered many ups-and-downs in the market. I enjoy helping experienced and new investors navigate retirement and their other investment needs. It is very gratifying to pay it forward.

My wife, Deb, is a massage therapist and we enjoy our home in North Kingstown and summer weekends at our tiny place on the Cape. Our son and daughter live in New England with their families. He is an Edward Jones financial advisor and she is a Pilates instructor.

My branch office administrator and business partner is Pat Butler. Pat was also a client of the firm before joining in 2013 and brings a background in education, finance and small-business ownership to her role. Pat understands the importance of getting questions answered and problems solved, and keeping clients informed. She is a trusted colleague.

Helping people game plan their financial lives is about listening to them voice their goals and dreams and, together, creating a roadmap to help accomplish them. Nothing feels better than realizing these goals.

Let us help you reach yours.