I work with my clients to understand what is most important to them. I use an established process to build personalized strategies to help them achieve their most important goals. My commitment to my clients is to partner with them to help keep them on track toward achieving their goals.

We love serving our community. The daily interactions with our clients and their families make each day at our branch office fulfilling. We strive to ensure that each person who comes into our office views seeing a financial advisor as a positive and educational experience. We delight in helping our clients save, invest and learn how proactive planning can change the trajectory of their family legacy.

As the financial industry is consistently changing, I believe it is critical to stay up to date on developments and changes as they arise. At Edward Jones, there are opportunities to enhance our practice through continuing education. I believe in taking advantage of these offerings because they help us to provide the most relevant solutions to each client's personal financial situation.

Jackie Bartholomew, my branch office administrator, and I make up our branch team. When we are not at our branch office, we are likely spending time with family and friends. A few interests that Jackie and I share are reading, gardening and attending local community events.

Jackie and I look forward to providing you with the same level of service we would provide to our own families. If you have any questions regarding your or your family's financial situation, please call our office at (315) 265-3471.

A client's needs can change and so can their place of residence. To accommodate our clients who live out-of-state, travel for work or travel south for the winter, I am registered in multiple states. If you have questions or concerns about your location, please call our office.

Focus areas

  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • College Savings
  • Divorce Finances
  • Retirement Income Strategies

My Personal Interests

  • Farming
  • Hiking
  • Outdoor Enthusiast
  • Pets
  • Sustainability

Office Information

Mailing Address

Po Box 5053 Potsdam, NY 13676

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Branch Team

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