As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you and your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy, so you have more options when you retire, regardless of what you decide to do.

In 1996, I joined Edward Jones as a financial advisor in Rutland, VT. I moved my office to Milford, CT, in 2010.

I am a member of the Milford Rotary and the Milford Club, and also active in local politics. I participate in the annual Angel Ride, a charity bike ride through Connecticut that benefits the Hospital Outreach Program for Paul Newman's Hole in the Wall Gang. I also participate in the Smilow Cancer Closer To Free bike ride fund-raiser and the annual Walk to End Alzheimer's.

Along with my branch office administrators, Sharon Mullenix and Amy Thomas, I provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients' unique goals and needs.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • LGBT Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Cycling
  • Skiing
  • Spending Time with Family
  • Traveling
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 04:30PM
Sat Closed
Sun Closed

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