As your Edward Jones branch team, we believe it’s important to invest our 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 so that you have more options when you retire, regardless of what you decide to do.

In 2002, I began my Edward Jones career as a financial advisor in New Windsor, NY. Today, Edward Jones serves the community from this long-standing convenient location. I became a limited partner with Edward Jones in 2011.

My wife, Maria, and I have been married for 32 years. We have a daughter, a son and two grandchildren. We all enjoy spending time together as a family.

My branch office administrator, Daphene Flewelling, has seven years of experience with me and over 20 years in prior administrative positions. Daphene is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call on her with questions concerning your statement, dividends, stock certificates or your account in general.

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. 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.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Aviation
  • Cooking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

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