At Edward Jones, we value personal relationships based on a deep understanding of your unique financial needs. We can develop a solutions-based approach tailored to your individual goals while providing exceptional service.

I began my Edward Jones career in August 1994 as a financial advisor in Amesbury, Massachusetts. Prior to that, I served as an internal custody supervisor at Putnam Investments (1987-1994) and as an audit supervisor at Arthur Andersen (1985-1987).

I have been married to my wife, Robin, since 1991. Both our son, Tucker, and our daughter, Amanda, have graduated college and are happy employees working at MFS Investments.

I currently serve Edward Jones as a mentor and field trainer. Active in the community, I served as president of the Amesbury Rotary Club from 2014-2015 and am a member of the Amesbury Chamber of Commerce.

My branch team consists of Nancy Kuran, Michelle Sanchez, Marie Fowler and myself. Nancy, a senior branch office administrator, has been with the office since March 2005. Michelle, a senior branch office administrator, has been with us since September 2015. Marie is our on-call branch office administrator and has been with us since July 2010. Nancy, Michelle and Marie are dedicated to providing you with the highest level of service possible. Please don’t hesitate to call them with questions.

We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs. Relationships are key, and conversations build strong relationships. We meet when and how it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Golfing
  • Hiking
  • Running

Office Information

Office Hours

Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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