My responsibility as a financial advisor is to help you manage your entire financial picture by helping you reach your goals. I can work with your accountant, attorney and other professionals to help determine the most appropriate strategy for you and your family.
I was born and raised in Iowa. Growing up, I was actively involved in Boy Scouts, wrestling and numerous other sports. I received an appointment to the United States Military Academy at West Point. While there, I competed on the varsity wrestling team and received a Bachelor of Science degree in mechanical engineering. Upon graduation, I was commissioned as an Infantry Officer in the U.S. Army and served for five years with two deployments to Iraq.
It was during these deployments that I discovered a desire to help people save and invest their money. Teaching fellow soldiers the importance of saving early and compounding interest sparked a passion! Upon returning to the states, I researched several investment firms and chose Edward Jones due to its ethical culture and outstanding partnership structure. I joined the firm in 2005 and opened a branch office in Glens Falls, NY.
I have served on the boards of the Glens Falls YMCA and Fort Hudson Health System and have volunteered with Junior Achievement and youth softball. My wife, Jessica, and I live in Queensbury with our three daughters: Makenzie, Lauren and Sarah.
I work alongside my senior branch office administrator, Kim Shaver. Kim has her Master of Science degree in education. She lives with her husband, Chris, in Wilton and is the proud mom of two grown daughters: Emily and Rachel. She is actively involved with her church and is an avid Green Bay Packer fan.
In 2017, Kim and I moved our branch to Queensbury, NY where we continue to serve hundreds of families – near and far. We work together as a team to help our clients create a strategy, build and protect their assets, and generate retirement income while providing excellent service.
Office Address527 Bay Road
Queensbury, NY 12804 opens in a new window
Phone NumberChris Nelson at (518) 793-4670
|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|
- Web Conferencing
Connect on Social
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More