As an Edward Jones financial advisor, my primary goal is to understand what's important to you. I will partner with you and your family to help you understand four things: what you own, how it works, what purpose it serves in your overall financial picture and how much it costs you.

Why? To help you stay focused, organized and on track to achieve your financial dreams!

My educational background is in history and horticulture, and after working as an architectural historian on projects all over the U.S., I experimented with careers in archaeology, aviation and landscape design. Today, I indulge my historical interests as a member of the Cumberland Historical Society.

But it was a series of crises with elderly parents that led me to Edward Jones and made me passionate about helping people with retirement and estate considerations. I joined the firm in 2005 and worked as a Branch Office Administrator in Iowa until 2009.

After my father passed in 2009, I moved to Belfast, Maine to be closer to family. It was a tough time to find work, so I did a variety of part time jobs while settling my parents' estate (a multi-year project) until I could rejoin Edward Jones in 2013. In 2018, I moved to the Portland area to become a financial advisor. Though it's been a long and winding road, everything I've done in the last 20-plus years has prepared me for this role.

When I'm not helping people achieve their financial goals, you can find me on the trail or on the water, relaxing with friends and family. If it's raining, I'll be indoors cooking, reading or learning something on PBS. I also confess a fondness for baseball and English Premier League football.

So, if you aspire to an active yet stable retirement or a work-optional lifestyle, give me a call. Together with your attorney and CPA, we'll put together personalized strategies to help you manage the money you have, grow it, protect it and leave a legacy for those who come after you.

Let's get started!