- Financial & Investment Services
I am a financial advisor with Edward Jones in Amesbury, MA. I have been investing for over 30 years and have been a financial advisor with Edward Jones for 3 years.
I specialize in providing plan design, investment advisory services, employee education and administrative services to qualified retirement plans (401(k), 403(b), IRA, ESOP and other executive benefit plans.
My education includes a B.S. from Eastern Kentucky University and an MBA from Southern Methodist University.
My past work experience includes positions as executive vice president, vice president of manufacturing and plant manager.
I am actively involved as a board member of the following organizations: Link House, Merrimac Heights Academy, Amesbury Carriage Museum, Friends of the Powow River and as a past president of the Newburyport Rotary Club.
When I am not helping clients, I spend my time hiking, kayaking and paddle boarding near our home on Plum Island.
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