I've been a member of the Edward Jones family for approaching 25 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 is still the basis of the account I have today. Upon his sudden passing, I had to help my mother understand and educate her about her finances. I said to myself, "There must be many other people who can benefit from this kind of financial partnership." Today, I am thrilled to partner with clients in developing personalized strategies to help them achieve their goals.

I hold the Chartered Retirement Planning Counselor professional designation. As a CRPC®, my focus areas are in planning for retirement and investing. I work with individuals and families who want to know they have a secure retirement plan, and confidence in their financial goals and dreams. One thing that makes me a little different is I take the time to understand what is most important to you. I not only want to know about your finances, but also your family, what you do for fun and recreation, and what your dreams for the future are. All aspects of my business are aligned to help me better understand your current situation. Together, we will take the time to deeply understand your unique circumstances and goals. Only then will we create tailored, long-term investment strategies for your specific needs.

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 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 the financial confidence to allow you to go out and live your best lives!

Please contact me to discuss your situation and let me be of service to you.

Focus areas

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

My Personal Interests

  • Active Lifestyle
  • Community Outreach
  • Spending Time with Family
  • Outdoor Enthusiast
  • Sports Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
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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