I began my Edward Jones career as a financial advisor in 2010 after graduating from Nichols College with a degree in finance. My approach is that we provide highly personalized service – all aspects of my business are aligned to help me better understand and meet your unique goals and needs. Our conversations start with, "What's important to you? What are your goals? What are you looking to accomplish?" My Branch Office Administrator, Jennifer Desmonie, and I then partner with your CPA and attorney to make sure everyone is on the same page with your strategies.

At Nichols, I was president of the college radio station (WNRC 97.5 FM) where I hosted my own show and called the play by play for the men's and women's hockey teams on the radio and was also captain of the varsity tennis team my senior year.

I am active in the Capital Region business community as a member of the Rotary Club of Albany, Capital Region Chamber of Commerce and of the Capital Region Builders and Remodelers Association.

I reside in Altamont with my wife, Juli, and two boys, Keegan and Conor. When I'm not in the office serving our clients, you can find me watching a Carolina Hurricanes, Atlanta Braves or Denver Broncos game or teeing off on the golf course.

I have earned the CERTIFIED FINANCIAL PLANNER™, or CFP®, certification from the Certified Financial Planner Board of Standards, Inc. The CFP® certification process identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. The mission of the Board is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for competent and ethical personal financial planning.

I have earned the Accredited Asset Management Specialist™ (AAMS™) designation from the College for Financial Planning. 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.

Focus areas

  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Intergenerational Planning
  • Charitable Giving
  • Business Retirement Plans

My Personal Interests

  • Bowling
  • Baseball
  • Football
  • Hockey
  • Golfing

Office Information

Office Hours

Office Hours
Mon 07:30AM - 04:30PM
Tue 07:30AM - 04:30PM
Wed 07:30AM - 04:30PM
Thu 07:30AM - 04:30PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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