Understanding what is most important to the families I work with is at the heart of my business. At Edward Jones, we have built our business by prioritizing our clients’ needs and treating clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace. We partner with our clients through the entire planning process, and we maintain regular contact throughout their lives to make any adjustments to their strategies and keep them on track.

Together with my Branch Office Administrator, Pamela Wing, we provide highly personalized service to our clients. All aspects of our practice are aligned to help us better understand and meet our clients’ unique goals and needs. We utilize a variety of technologies to stay connected with our clients in whatever way works best for them.

I began my Edward Jones career in 2009, opening a branch office in my hometown of Oneonta. In 2014, I earned my AAMS® professional designation as a way to better serve my clients. Within the firm, I currently serve as the regional leader. I have previously served as a regional client solutions team coach, performance leader, field trainer, mentor, culture of compliance leader and new financial advisor leader.

I am an active member of the community. I currently serve on the First United Methodist Church council. I am a former board member of the Community Foundation of Otsego County, Oneonta Family YMCA, the United Way of Otsego and Delaware Counties, and Catskill Area Hospice and Palliative Care. I have also provided leadership for the West Kortright Centre board.

My spouse, Michael, and I have two children. In my free time, I enjoy being outdoors and spending time with friends and family.

Pamela and her spouse, Ryan, have two children. Together, they enjoy coaching local sports, farming and participating in 4H.

To learn more about how my team and I can help you with your financial goals, contact my office today. We look forward to meeting you.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Insurance & Annuities

My Personal Interests

  • Active Lifestyle
  • Hiking
  • Cooking
  • Health & Nutrition
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Branch Team

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