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 board member of the Rotary Club of Albany, ambassador with the Capital Region Chamber of Commerce, member of the Capital Region Builders and Remodelers Association and member of the Schoharie County Chamber of Commerce.

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

Currently licensed in AZ, CA, CO, CT, FL, GA, IL, KS, MA, MN, MO, MT, NC, NH, NM, NY, OH, PA, RI, SC, TX, VT, WA, WS and WV.

I hold the Accredited Asset Management Specialist™ (AAMS®) professional 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
  • New Investors
  • Charitable Giving

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

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