Whether you are a brand new to the idea of investing or are a seasoned investor, we are here to help. As a local track and cross-country coach for over 20 years, I believe every athlete needs someone who cares about them to train them for their race. I would love the opportunity to be that person for you as you consider your financial future. Every person and situation are different, and every pla
n should be specifically tailored to you. Prior to Edward Jones, I spent 20 years building and training teams of caring adults to invest their time and resources toward the purpose of mentoring young people. My career allowed me to invest into the Adirondack community through the Rotary Club, Elks Lodge, Saranac Lake After Prom Party, as well as coaching cross country and track and field at Saranac Lake high school. I have a beautiful wife, Brooke, and three wonderful children who keep us on our toes. We also have 2 kittens (Bonnie and Clyde), a Yorkie (Cheeto), and 25 chickens (the only name I can remember is Clementine). From planning for retirement, to saving for college, preparing for the unexpected, or building and/or preserving wealth, we can help build a "coaching staff" to implement your goals. Our "coaching staff" can include our fantastic Branch Office Administrators, CPAs, estate planning attorneys and life insurance specialists and agents. Don't go it alone. We are here to help and would love the opportunity to have a conversation about what that could look like.
