I am committed to serving the communities of Lake George, Warrensburg, Bolton, North Creek, Chestertown and parts in-between. My wife and I have lived in the community over 30 years and we believe in the North Country. Our children grew up and went to school here. I am engaged in our communities, including serving on several boards, including the Warrensburg Chamber of Commerce, Economic Development Committee, Warrensburgh Historical Society and North Creek Business Alliance, among others.

I contribute regularly to community events in all these communities and generously volunteer in many civic organizations and help mentor students about financial literacy.

I'm inspired by the fact that I can help people make a difference in their lives. I help my clients with preparing for a comfortable retirement, enjoying retirement, paying for education, preparing for the unexpected and saving on taxes.

I take the time to understand what's important to you, your comfort with risk and investment experience in order to develop tailored, personalized strategies for your specific financial goals. We then partner together throughout your life to keep you on track.

I especially enjoy serving clients who are serious about their financial future, who seek my advice and willingly introduce others to me based on the service I deliver.

I believe and practice "Ethics before Everything." I will always put your best interests in front of mine and give you sound advice as if I were investing my own money.

If this sounds like the level of service you deserve, kindly contact my office to schedule an appointment to begin our path together.

Trish Gardner, Branch Office Administrator, and I look forward to helping you achieve your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Art & Theater
  • Canoeing
  • Community Outreach
  • Culinary Arts
  • Dancing

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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