For me, Clay, Liverpool and the Syracuse area are perfect spots to raise a family and live. That's why we chose to move here 14 years ago and why I have decided to place my branch here. I love my community and the fact that I can give back through helping others.

Having a family here allows us to be involved in many things: Cub Scouts, marching band, the local gyms' sports organizations, my local church, the Liverpool Chamber of Commerce and much more. It gives me insight on the challenges that the people in the community face and an appreciation for what their opportunities might be.

I take my job seriously, helping my clients tackle opportunities concerning their retirement, estate considerations, college savings and life insurance. I partner with them throughout their lives to make sure that they have set goals, are working on those goals and ultimately achieve those goals. We do this through understanding what is important to you and using an established process to get the job done.

What I love about Edward Jones is the personal attention that we are able to give, since our office is in the community on which we focus our business. My branch office administrator, Jennifer, does an incredible job of answering your questions and helping you with any opportunities you might have. That's it, just the two of us. No revolving door. You get the support of the thousands of Edward Jones employees but have a direct conduit through Jennifer and myself.

If we can be of assistance, or if you know someone who we could help, I ask that you give us a call, set up a complimentary review and let us walk you through our process for reaching your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Business Retirement Plans
  • Insurance & Annuities
  • College Savings

My Personal Interests

  • Music
  • Volleyball
  • Reading

Office Information

Office Address

7445 Morgan Road Suite 202c Liverpool, NY 13090

Office Hours

Office Hours
WeekdayAvailability
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 Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

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