I have grown up, gone to school, worked and raised children in the Utica area. I know how hard families in our area work, and that it can be challenging, at times, to save. This is exactly why I am so honored to have the opportunity to help my neighbors in the Edward Jones office I opened and have grown over the last decade.

I provide customized, educated and experienced guidance to families that desire to create and grow wealth to meet their future goals and dreams.

I spent many years teaching adults how to use computer software in their work environment. I enjoy teaching people about the different types of investments that can be used to build a customized portfolio by explaining them in familiar terms. I would rather spend an hour listening to you and learning about you than ramble on trying to prove how much I know. My clients know I join their team to work together for their lifetime and their legacy.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • College Savings

My Personal Interests

  • Pets
  • Outdoor Enthusiast
  • Martial Arts
  • Gardening
  • Taekwondo

Office Information

Office Address

4947 Commercial Drive, Suite 5 Yorkville, NY 13495

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

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