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 received the professional designation Accredited Asset Management Specialist™ (AAMS®) from the College for Financial Planning. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

I am a member of the Milford Rotary, Milford Chamber of Commerce and 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.

My Personal Interests

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

Office Information

Office Hours

Office Hours
WeekdayAvailability
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

Connect on Social

Branch Team

Request an Appointment

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More