I am proud to be serving my local community of Putnam County, NY, as a financial advisor for Edward Jones since 2009.

My wife, Betty, and I have lived in Carmel/Kent for more than 30 years.

With more than 49 years of experience in the financial services, I take my role as a financial advisor to residents, employees, business owners and their families as a serious privilege.

My goal as an advisor is simple: to assist individual clients by helping them to achieve their own financial goals with care and diligence.

Professionally, I hold Series 7, Series 63 and Series 66 securities registrations and AAMS™ designation, as well as a New York insurance license.

Personally, I believe in supporting the efforts of local nonprofit organizations. I have served as a Volunteer Board Member for Putnam CAP, Arts-on-the-Lake, CoveCare (formerly Putnam Family & community Services) and as board president of the Mental Health Association of Putnam.

I am a member of the Carmel Rotary Club, and I am a former Patterson Rotary member.

In addition, I'm a current board member for the Carmel-Kent Chamber of Commerce and a former board member for the Greater Carmel-Mahopac Chamber of Commerce, and former board member for United Way of Putnam.

My business is here to help you keep on track with your financial goals. My process is to discover what is most important to you – as an individual investor – and then recommend tailored solutions to help meet your various financial needs.

I also offer complimentary portfolio reviews to investors who want an analysis of their current investment strategy.

If you would like to meet with me, please call our Carmel branch office at 845-225-5410.
My branch office administrator, Sharon Mahoney Cahill, will gladly schedule an in-person or virtual appointment for you.

Focus areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Insurance & Annuities
  • Business Retirement Plans

My Personal Interests

  • Golfing
  • Music
  • Pets
  • Traveling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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