Edward Jones

About Us

I offer honest, straight-forward advice to those I serve. That starts by understanding what is most important to you. Once I understand your objectives, we work together to evaluate your tolerance for risk and your existing progress toward your goals. With that, we will develop a cost-effective strategy to help you make your financial goals a reality and partner together to keep you on track. I believe the Edward Jones philosophy of building meaningful relationships and investing in high-quality, diverse, long-term holdings is as important today as it has ever been.

Prior to becoming a financial advisor for Edward Jones, I was a vice president and senior portfolio manager at State Street Global Advisors. I have more than twenty years of financial industry experience across a variety of roles including investment management, research and client engagement. I earned a bachelor's degree in communication from Stonehill College and a master's degree in finance from Suffolk University. I have also earned the Chartered Financial Analyst® or CFA® designation.

Outside the office, my focus is my family. My wife, Michelle, and I live in Westborough, Massachusetts, with our two children. We love traveling, cooking, working out and supporting our local youth sports teams.