As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you and 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 retirement savings strategy so you have more options when you retire, regardless of what you decide to do.
I attended the University of Massachusetts in Amherst and graduated in 2011 with a bachelor's degree and then again in 2013 with a master’s degree. Originally from Franklin, MA, I have lived in the Pioneer Valley since 2006.
We provide highly personalized service. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.
Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it’s convenient for our clients because we recognize the challenging needs of their businesses and their lives. I would like to help to provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
With Personal Service,
Conveniently located on Route 20 in Wilbraham within the Eastwood Shops plaza. ***Google Maps Link: https://goo.gl/maps/xjaQnbQMJoT2