At Edward Jones, we focus on serving the financial needs of individual investors of all ages and financial means. We have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today's complex marketplace.

I joined Edward Jones as a financial advisor in 1998, opening the firm's first branch office in Queensbury. I became a limited partner with Edward Jones in 2007.

I attended Pace University and graduated in 1987 with a Bachelor of Business Administration degree. In addition, I received the AAMS™ professional designation. The College for Financial Planning awards the AAMS™ designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My spouse, Carol, and I have two daughters and two grandsons. Originally from the Bronx, we have lived in the area since 1987.

I am a cooking and wine enthusiast. I love to travel and spend time with my family, and thoroughly enjoy being a grandad to Max and Milo. I am a pet dad to our dog, Augie, and our cats, Skittles and Mittens.

I have served the firm as field trainer, mentor and level leader. Active in the community, I serve as trustee emeritus of the Glens Falls Hospital Foundation and I also serve as a member of the Glens Falls Hospital Board of Governors, as well as chairman of the investment committee, vice-chairman of the finance committee and vice-chairman of the audit and compliance committee. I serve as chairman of the board of Prospect Child and Family Center, and I am a member of the finance committee at the Church of Our Lady of the Annunciation in Queensbury.

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

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Wealth Strategies

My Personal Interests

  • Cooking
  • Traveling
  • Wine Collecting/Enthusiast
  • Pets
  • Fine Dining

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 12:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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