As an Edward Jones financial advisor, I am fortunate to get up every morning and head to a job I love. It is especially gratifying to work for a company so aligned with my belief that the client comes first.

I believe it's important to spend the time with you to ensure that you are both comfortable and confident in your financial strategy. We work with you to make sure you feel understood, informed and in control.

The strong client relationships that I enjoy today have been built through my 11 years of experience in continually improving my strategies in order to tailor them to the needs of my clients. Having personally lived through a few 'life changing events', I have gained a deep understanding and appreciation for many of the challenges in life that we can all go through.

On a personal note, I grew up in central Massachusetts in the town of Brimfield. Those early years spent in a small town taught me a love for being an integral part of my community and enhancing the lives of others. I have been a North Andover resident now for the past 21 years. I love to pursue new adventures and the joys of living with those I love. Nothing brings me greater joy than spending time with them. Together, we enjoy our pets, the outdoors, skiing, boating, sailing, kayaking, golf, motorcycling, hiking, traveling and discovering new foodie treasures.

My branch team includes Jill Harris. We work together to create an ideal and comprehensive client experience through advanced technology and support to make sure our clients receive the very best service from our branch. As a team, along with the resources of our home office, we welcome the opportunity to work confidentially and discreetly with your attorney, accountant and other trusted professionals to make sure that we understand your complete financial picture and deliver a tailored strategy for you and your goals.

We invite you to call our office and schedule a complimentary portfolio review and discussion.

Focus areas

  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies

My Personal Interests

  • Golfing
  • Skiing
  • Sailing
  • Motorcycles
  • Traveling

Office Information

Office Address

820 Turnpike St Ste 202 North Andover, MA 01845

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 06:00PM
Fri 08:30AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

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

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More