We moved a lot when I was young, and at times, we struggled with money. That experience has spurred me to help people build stability in their own financial lives. It is important to me to really listen to my clients. I need to find out what drives them so that I can do my best to help them feel secure in their financial decisions.

Before joining Edward Jones in 2007, I spent 18 years teaching English and theater in junior and senior high schools. I take great care to explain things in a way that can be understood.

My wife, Beth, and I have two adult children. In addition to being good people, both of our children are part of the LGBTQ-plus community.

I have served our community as a board member with the Auburn Area Chamber of Commerce. I hold an M.Ed. from Lesley University and a B.A. in English from Whitman College. In addition, I earned the CFP® designation in 2016.

When I am not in the office, I enjoy hiking, skiing, travel and photography.

Along with Karen, my branch office administrator, we are dedicated to providing you with the highest level of service possible.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • LGBT Finances
  • Insurance & Annuities

My Personal Interests

  • Art & Theater
  • Traveling
  • Hiking
  • Skiing
  • Golfing

Office Information

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 By Appointment Only
Sat Closed
Sun Closed

Branch Team

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