I am proud to be serving my local community of Carmel-Kent, NY as a financial advisor for Edward Jones since 2009. My wife, Betty, and I have lived in Putnam County for more than 28 years.

With more than 47 years of experience in the financial services industry, 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 serve as a volunteer board member for Putnam CAP, Arts-on-the-Lake, and I am the current board president of the Mental Health Association of Putnam County. I recently rejoined the Board of CoveCare, (formerly known as Putnam Family and Community Services) where I previously served from 1999-2008.

I am a member and secretary of the Carmel Rotary Club, and I am a former Patterson Rotary member. 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 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, whether they be long or short term.

I also offer free, no-obligation portfolio reviews to investors who want an analysis of their current investment strategy.

If you would like to meet with me, please call our local 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
WeekdayAvailability
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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