Originally from a coal mining village in Doncaster, England, I moved to the USA in the summer of 2002 as an exchange student in Ohio. My passion for basketball brought me to NHTI, specifically to play for Coach Hogan, as my coach in England had played for him at Plymouth State.

After NHTI, I moved to Providence, RI, where I continued to play basketball and earned my bachelor's degree from Johnson & Wales University.

I worked for the Idaho Stampede after college, an NBA development league team. This was an amazing experience, but a move back East was inevitable. Part of my family still lives in England and my wife at the time's family were here in New Hampshire. By the fall of 2009, we were back in Concord and that is when I began my Edward Jones career.

My passion to work with people, build relationships and help educate families drew me to Edward Jones. The firm's partnership, values and culture of compliance allows us to make a meaningful difference in our clients' lives and communities.

With the drive to better serve our clients, I continued my education through the College for Financial Planning and achieved my AAMS™ designation in 2011 and became a CFP® professional in 2015.

Our office serves a select clientele of serious, long-term individual investors helping them organize, grow, protect, distribute and transfer their wealth. We do this by first understanding what's most important to you. Working closely with your CPA, attorney and other professionals, we walk through our established process to build personalized strategies to help you achieve your goals; partnering together throughout your life to keep you on track.

Claire and Sheila run our office and pride themselves in making sure our clients needs are handled as quickly as possible. They proactively reach out to clients when updates and/or changes need to be made. Claire lives with her family in Laconia. Sheila and her family live in Barnstead.

I live in Concord with my fiancée, Amanda, three children, Caroline, Colby and Cassidy, along with our growing small petting zoo. I have been a long time assistant men's basketball coach at NHTI, participated in Leadership Greater Concord 2013, was the Rotary Club of Concord president 2016-2017, and an NHTI Advisory Board member. At this time, I currently focus my time on our family, clients and pets.

Focus areas

  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • LGBT Finances
  • Intergenerational Planning
  • Retirement Savings Strategies

My Personal Interests

  • Basketball
  • Spending Time with Family
  • Traveling
  • Hiking
  • Football

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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