About
The most important thing for me – the thing I get the most fulfillment from in my job – is helping people with their financial goals. This is a wide variety of different individuals with unique objectives.
I pride myself on personalized service and care. No two clients are alike, so whether you’re working to send your child to college, open a business, fund your retirement or setting other financial goals, I’m ready to sit down and map out a strategy based on you as an individual. Ultimately, we’re working with your assets and your future, so you’re the boss. Still, you can trust that I will always be honest and realistic when it comes to your financial future. I firmly believe that being transparent and upfront about your goals and the process we are going to use to get there is paramount to your success and our relationship.
It can be stressful wondering if you have done everything you can to reach your goals, so my team and I are dedicated to making sure that you have all of the tools, including Edward Jones’ network of thousands of associates and experts, that you need to feel confident while making the decisions necessary to actualizing your goals. In addition to myself, I have a branch office administrator along with the full support of our Home Office. We are dedicated to ensuring our clients receive top-notch service and care every time they step into our office in North Haven, CT.
