Welcome to my Edward Jones website!

2022 marks my 14th year proudly serving families as an Edward Jones financial advisor in Latham, NY.

I partner with multi-generational families who are committed to their retirements and are faced with navigating the ever-changing investment landscape. I offer my clients clear, straight forward financial advice and use appropriate financial strategies to help meet their goals.

Since joining Edward Jones in 2008, I have been committed to keeping up with the most current investment strategies and have earned the Accredited Asset Manager Specialist™ (AAMS®)* professional designation. I am passionate about educating my clients, listening to them carefully and helping them to achieve their personal and financial goals. I earned my bachelor's degree from Rutgers University.

My clients inspire me! I love meeting with new families and learning their stories. I am deeply grateful and honored to have helped many families achieve their goals throughout the years.

My wife, Maureen, and I have been living in the Capital District for over 30 years. We have two children, Matthew and Colleen. My family loves music and the great outdoors. In my spare time, I enjoy hiking and golfing. I have traveled to numerous national parks and baseball stadiums across the country. However, when it comes to baseball, I will always be a loyal Mets fan.

My branch office administrator, Sheryl Guidi, was born and raised in Red Hook, NY. She is the backbone of our office operation. Sheryl enjoys the outdoors, traveling and sports.

Please come visit us! We’d love to hear your story and partner with you to navigate the ever-changing investment landscape to meet your financial goals.

*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

  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • College Savings
  • Socially Conscious Investing

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Hiking
  • Golfing
  • Outdoor Enthusiast

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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