Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Special Needs Financial Considerations

Personal Interests

  • Spending Time with Family
  • Volunteering
  • Coaching Sports
  • Fishing
  • Golfing

Contact Me

To discuss working together, request a complimentary consultation:

All Fields Required
*I certify that I am the person identified in the above and I give Edward Jones permission to contact me by email or phone.

Office Information

Hours

Office Hours
WeekdayAvailability
Monday 08:30AM - 05:00PM
Tuesday 08:30AM - 05:00PM
Wednesday 08:30AM - 05:00PM
Thursday 08:30AM - 05:00PM
Friday 08:30AM - 04:00PM
Saturday By Appointment Only
Sunday Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Fax

(855) 261-2958

Branch Team

  • Dena Whitney
    Sr. Branch Office Administrator
  • Elizabeth Penney
    Branch Office Administrator

Office Address

308 West Broadway Unit 2
Gardner, MA 01440
opens in a new window

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More