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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.
|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|