As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're working toward before investing your money. Working closely with your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirment savings strategy, so you have more options when you retire, regardless of what you decide to do.
I have over 30 years of experience in financial services, working for Putnam Investments, New York Life and Prudential prior to joining Edward Jones in 2014. I raised my family in Duxbury, MA and now live and work in Plymouth, MA. At Edward Jones, we're focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long term financial goals.