My purpose as a financial advisor is to help you have the means and support necessary to live life on your own terms.

Prior to joining Edward Jones in 2017, my career was in manufacturing management. As a quality assurance manager, and then a manufacturing operations manager, attention to detail and interpersonal skills were of paramount importance. I enjoyed the analytical component, but also appreciated the opportunity to work with many wonderful and unique people. I accepted a position with Edward Jones because it allowed me to continue doing both, while giving me the opportunity to have a greater impact on the financial lives of those in my community. Throughout my career and personal life, I have built a reputation true to my values of honesty, empathy, hard work and respect for others.

I serve individuals who are serious about achieving their financial goals, and who prefer a personal, more holistic approach. I work primarily with people in retirement or near retirement, young professionals, business owners and small businesses.

It all starts with a friendly conversation. Before I provide any recommendations, I want to understand what matters most to you and your family, and to understand your goals and vision of retirement. I focus on personal service and maintaining a long-term partnership to help keep you on track. We will discuss how our disciplined investment approach is centered around you and built from quality investments. My goal is for you to feel understood and comfortable with the strategy we create and maintain together.

I have always lived in the beautiful Hudson Valley. I am a music and sports fan, and have enjoyed spending many seasons coaching at local little league fields. My wife, Carla, and I have three children; Paul, Brittany and Kira, and our twin grandchildren are keeping us young!

My Personal Interests

  • Camping
  • Golfing
  • Hiking
  • Music

Office Information

Office Address

1508 Route 9w Ste 3 Marlboro, NY 12542

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only
Request an Appointment

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
An Edward Jones financial advisor shares stock market information with a client on documents and a tablet.

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More
Two Edward Jones clients review tax documents in front of their open laptop.

Tax resources and client statements

Make informed investment and tax decisions with helpful and clear information.

Learn More