As an Edward Jones financial advisor, I enjoy the opportunity to partner with families and individual investors on creating and implementing strategies that work toward specific goals that all starts with one question. What is important to you? From there, we use our established process to work to identify the next steps, whether it's planning for retirement, figuring out what to do with the 401(k)s from your old employers, saving for college for children or grandchildren, or just trying to protect the financial future of the ones that we care the most for. No matter what's important to you, we take the time to identify each goal and develop the strategy to address it. I also work in tandem with other professionals who include CPAs, estate planning attorneys, life insurance specialists and agents to execute needed actions.

When I was growing up, I became an Eagle Scout. This experience instilled in me a set of values that I found matched with the values of Edward Jones. I joined Edward Jones as a financial advisor in 2017 and came to the Hopewell Junction office in 2018. I received the AAMS® professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

My Branch Office Administrator, Laura Hack, joined our office team in 2018 and is dedicated to providing you with the highest level of service possible. Besides often being the first point of contact for many of our clients, she enjoys organizing events for our clients and branch to give back to the community.

Together, we aim to help to provide the answers to your questions so you can make informed, sound decisions, and to help you reach the goals that are important to you. Then, partnering together, we work to stay on track towards them. Please feel free to contact my branch to discuss your situation.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Sailing
  • Golfing
  • Outdoor Enthusiast
  • History and Museums

Office Information

Office Address

46 Foster Road Suite #2 Hopewell Junction, NY 12533

Office Hours

Office Hours
Weekday Availability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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