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 13-plus 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 23 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 my Senior Branch Office Administrator of over 13 years, Jill Harris, and our newest administrator team member, Amanda LaFlamme. We work together to create an ideal and comprehensive client experience through advanced technology and support to ensure our clients receive the very best service. 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
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Divorce Finances

My Personal Interests

  • Golfing
  • Skiing
  • Sailing
  • Motorcycles
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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