I was born and raised and currently live in North Adams, MA with my family. I opened an Edward Jones branch there in 2008 just as the Great Recession was beginning. In 2014, I took over the branch in Bennington, VT. With my wife and three kids, Heidi Lydia (11), Madelyn (9) and JT (6), we enjoy a very busy household running between their activities. Our kids are heavily involved in swimming, dance, piano, hockey, soccer, drums, basketball and T-Ball. I also enjoy obstacle course racing; that includes the Tough Mudder and Spartan racing series. My mornings are spent with some activity preparing for a race and improving my ability to overcome the physical and mental challenges necessary to conquer these challenges.

I bring this competitive spirit and process into the work I do here at Edward Jones. I enjoy having the ability to put together long-term financial strategies for people and help them reach their goals. Whether it be planning for retirement, wealth transfer or college savings, this is truly meaningful to me. I really enjoy developing relationships with my clients, finding out what is important to them financially and how to help them reach their goals. Currently, our branch team is focused on providing a higher level of service through our deep personal connections.

While I assist my clients and help them reach their goals, Edward Jones also provides me with a wonderful work-life balance that allows me to stay connected to my community. I am passionate about youth sports and run the Marty's T Ball league. This program was created by my father 32 years ago to honor my mother, who was left paralyzed due to a stroke. Through this wonderful program, we have taught thousands of kids in North Adams the fundamentals of baseball, and now we have many coaches teaching their kids who were once players in the league. This is really fun to see.

If I can be of assistance in helping you reach your financial goals, please give our office a call for a free review.

Focus areas

  • Retirement Savings Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Intergenerational Planning

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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