Over the past two decades, I have held positions in a variety of settings, from small local companies to global corporations. Throughout it all, a few elements have remained constant. One is my desire to help others. Another is learning about the people that make up a business, getting to know who they are, what they have done and their aspirations. The final element is my fascination with personal and corporate finance. These led me to become a financial advisor at Edward Jones. An overview of my story is below. I would love to learn yours.
After graduating from St. John Fisher with a BA in economics, I decided to turn my passion for exercise and health into a career by moving to Boston and becoming a certified personal trainer. I valued getting to know my clients on a personal level, being a part of their lives and helping them achieve their goals. Through promotions, I also became manager of the facilities where I trained.
My interest in financial markets and the economy was reawakened during the 2008 downturn. I decided to pursue the next step in my growth and attain my MBA at Boston College. After graduation, I held progressing roles at Prudential Retirement, John Hancock Insurance and Paychex in product management, finance, advanced analytics, and strategy.
Outside of Edward Jones, you will find me spending time with my family. My wife, daughter, and I moved from Hopkinton, MA to my hometown of Penfield, NY to be closer to family. I also enjoy the outdoors, gardening, cooking and various forms of exercise, including running and cycling.
If you feel intimidated by reviewing your financial goals and progress, know that you are not alone. I am here to use my knowledge and the resources of Edward Jones to help you with your individual and business financial needs. I am partnered with you every step of the way, using an established process to build personalized strategies. I would love the opportunity to sit down and learn more about what's important to you.
My Personal Interests
Office Address1790 Penfield Road Suite 3
Penfield, NY 14526
|Mon||09:00AM - 06:00PM|
|Tue||09:00AM - 04:30PM|
|Wed||09:00AM - 06:00PM|
|Thu||09:00AM - 04:30PM|
|Fri||09:00AM - 04:00PM|
|Sat||By Appointment Only|
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