My interest has always been within the financial industry, but my passion has been to work in partnership with people. I began my career with Edward Jones with the desire to serve individual investors and their families in order to help them reach their long-term financial goals.

It is so important to me to have an understanding of what's important to you and your family, your comfort with risk and your investment experience before I assist in recommending appropriate financial strategies for your needs.

Meeting with my clients face-to-face is key to building a strong relationship. Relationships are fundamental to understanding your current needs and goals. I work one-on-one with my clients to ensure that each individual is provided with specific, tailored solutions based on their situation.

Outside of Edward Jones, I am a member of both the Bethlehem Chamber of Commerce and the Fort Orange Club. I also support the Ronald McDonald House Charities organization of the Capital Region. Supporting members of the community has been one of my most rewarding experiences.

I double majored in accounting and management information systems at the State University of New York Plattsburgh.

I was born and raised in Red Hook, N.Y. When I am not in the office, you can typically find me adventuring throughout our beautiful state.

Please let me know how I can be of service to you, your family or your business. I am here to help. Contact my office to schedule an appointment today to learn more about our established process.

Focus areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Intergenerational Planning
  • Business Retirement Plans

My Personal Interests

  • Astronomy
  • Camping
  • History and Museums
  • Outdoor Enthusiast
  • Reading

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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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