I focus on helping you clearly define the financial goals in your life, and to design and implement a personalized strategy to help you meet your goals. I work with you on an ongoing basis to help you stay on track with your strategy, make sense of the market and have straight forward conversations on costs. Our knowledge and experience have helped clients like you to navigate the risks and rewards of investing. I prefer and recommend investment strategies grounded in long-term fundamentals while incorporating adjustments for today's markets.

In 2005, I joined Edward Jones. I became a limited partner in 2015 and have served in several regional leadership roles. Susan Martinez has worked with me as branch office administrator since 2007. My prior professional experience as a manager and corporate consultant with Prudential Financial included strategic planning, process management and corporate acquisition integration. It moved me throughout the U.S. and the world, including Paris, London, Hong Kong, Singapore and Shanghai.

My MBA was earned in 2005 from Thunderbird, one of the nation's top ranked graduate schools for international business, and I earned a B.A. from Drew University, magna cum laude, 1998. Professional awards from Edward Jones include the Edward Jones Sr. Award, Regional Leader Award, Partners Award and Ted Jones Award.

I am proud to serve on the boards of the Burnt Hills-Ballston Lake (BH-BL) Education Foundation, The BH-BL Giving Tree Foundation, The Charlton School and on several leadership committees at the Burnt Hills United Methodist Church. I have served as president of both the BH-BL Business and Professional Association and the BH-BL Rotary. I have worked with many other not-for-profit organizations including Habitat for Humanity, where I was cofounder of a chapter in 1995.

I live in Burnt Hills, NY, with my wife, Shannon, and our son, Patrick.

Focus areas

  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Retirement Income Strategies

Office Information

Mailing Address

P O Box 329 Burnt Hills, NY 12027

Branch Team

Email Me

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