I've been a member of the Edward Jones family for over twenty years, first as a client and now as a financial advisor. An important experience led me to this career. Soon after college, my father and I worked on a portfolio that I still hold today. Upon his sudden passing, I had to help my mother understand and educate her about her finances. I said to myself, "There has to be many other people who can benefit from this financial partnership." Today, I am thrilled to partner with clients in developing personalized strategies to achieve their goals.

My wife, Jennifer, and I have lived in Keene for over 20 years. Our son, CJ, is a college student at Hobart and William Smith Colleges in Geneva, N.Y. Our golden retriever, Haleigh, is a therapy dog. She partners with Jennifer to visit with local schools and colleges to share some love. Our golden retriever puppy, MacKinley, is a therapy dog in training. I am honored to give back to our community. I am a member of the Monadnock Humane Society and Kiwanis Club of Keene boards. I am also a member of the local Chamber of Commerce.

I am a dedicated professional with strong integrity and over 30 years of education and service to individuals and teams. All aspects of my business are aligned to help me better understand your current situation and needs. I value the time it takes to deeply understand your unique circumstances and goals. Only then will we create tailored, long-term investment strategies for your specific needs.

I am happy to say that my business is so much more than just a job. It's a chance for me to help improve the lives of individuals and families in our community – to provide some confidence to allow you to go out and live your best life!

Please contact me to discuss your situation and options.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Employee Stock Options

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Outdoor Enthusiast
  • Sports Enthusiast

Office Information

Office Address

108 Main St Keene, NH 03431

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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