At Edward Jones, we value personal relationships based on a deep understanding of our client's unique financial needs. We develop a unique approach, tailored to our client's individual goals.

At my Edward Jones branch office in Greene, NY, my team focuses on serving the financial needs of individual investors and business owners. Using our established process, I build personalized and tailored financial strategies that are designed to help achieve your goals. To gain a thorough understanding of what is important to my clients, I listen and try to truly understand what matters most. I have built my business by treating my clients as I would want to be treated, a simple idea that still makes sense in today's complex marketplace.

I was named a regional leader with the firm in 2016, and general partner in 2018. My branch office administrators, Karen Strenkert and Erin Hunt, are dedicated to serve our clients in our branch office, and I also lead over 70 branch offices in an area encompassing upstate New York.

I attended Alnwick University in England and Pepperdine University in Malibu, and received my bachelor's degree with honors.

Being active in my community, I have served as president of the Greater Greene Chamber of Commerce and also as a member and past president of the Greene Rotary Club. I currently serve on the board of directors for the Salvation Army of Broome County and am steward chair at my local church.

Outside of my career, my wife and I enjoy the outdoors, including hiking, landscaping projects and family trips with our son. I also play several musical instruments and find additional joy through music.