As an Edward Jones financial advisor, I believe it’s important to invest my time to understand what's most important to you. I can help determine the most appropriate financial strategy for you and your family. We can develop a tailored approach to meet your individual goals and needs while providing exceptional service.

Whether you are planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop the specific strategies to help you achieve your goals. Envisioning goals is your job. Helping you get there is ours.

I began my Edward Jones career in 2010 as a financial advisor in Ballston Spa. My wife, Cheryl, and I have two children, Conner and Katie. We are a very active family spending many hours at baseball fields and basketball courts watching our kids grow and develop. When time permits, I enjoy golf, hikes and bike rides.

I have been active in the community for many years. I served as a board member for the Ballston Spa Business and Professional Association and the Ballston Spa Jr Baseball League.

My Sr. branch office administrator, Kelly Schmidt, is an integral part to providing you with the highest level of service possible and to go above and beyond to ensure your administrative needs are met.

At Edward Jones, we’re focused on you. We provide highly personalized service and value the relationships we build with our clients. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Baseball
  • Basketball
  • Camping
  • Golfing
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 07:30AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Connect on Social

Branch Team

Email Me

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