Albeit successful families, farmers, business owners, or individuals, call me if you want to simplify your financial life. Edward Jones is a financial- services firm dedicated to serving the needs of individual investors. At Edward Jones, we value personal relationships based on a deep understanding of our client's unique financial needs. We develop a customized approach, tailored to our clients'
individual goals. At our office in Rochester, NY, our team focuses on serving the financial needs of individual investors and business owners locally, and afar. Using our established process, we build personalized financial strategies that are designed to help achieve your goals. To gain a thorough understanding of what is important to you, our clients, we listen to truly understand what matters most, as we partner with your CPA and attorney. We have built our business by treating our clients as family, a simple idea that makes sense in today's complex world. After serving in similar roles at other firms, in 2016 I was compelled to join Edward Jones for the client experience we offer. The Edward Jones partnership allows us to sit on the same side of the table as our clients and partner together throughout their lives to keep them on track. We don't have a mother bank to answer to, nor shareholders - only our valued and trusted clients, our family. I attended Daemen College in Amherst, NY to receive my bachelor's degree, as well as Athlone Institute of Technology in Athlone, Ireland for a semester. A former Rotarian of Lockport, NY, a former Academy of Finance Chair in Barker, NY, and former speaker/special guest for numerous schools from Niagara County to Monroe County, I now serve my clients and their closest family and friends, full time. Outside of my career, my wife, girls and I enjoy the outdoors and love going to the Adirondacks each summer. In addition to hiking, I look forward to riding my new to me, Can-Am ATV, moving forward.
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