Dedicated to facilitating clients’ financial journeys, my foremost objective is to carefully gather pertinent information, enabling the development of tailored solutions to help my clients realize their aspirations.
In 2005, I earned a degree in Management Information Systems from Lemoyne College – Syracuse, NY. Embarking on my professional journey in 2006 as a systems analyst at Cadaret Grant, an independent brokerage firm, I honed my skills in problem-solving within the realm of financial software. This experience afforded me invaluable insights into effective business interactions, solidifying my passion for financial services and interpersonal relationships.
In 2007, I joined my father, Peter, at AG Edwards & Sons. I expanded my expertise and passed the Series 7 and 66 exams alongside earning my insurance credential while undergoing rigorous training in St. Louis. Attainment of the Chartered Retirement Planning Counselor designation underscored my commitment to delivering customized financial guidance.
In 2008, amid the tumult of the financial crisis, my father and I aligned forces with RBC Wealth Management, a testament to our resilience and dedication to serving clients amidst adversity.
In 2019, my father retired from the financial services industry after 42 years of service to our clients. Embracing the legacy established by my father, I remain steadfast in upholding our shared commitment to excellence, poised to perpetuate his vision into the future.
Beyond professional endeavors, I find fulfillment in personal pursuits and community engagement. Committed to community stewardship, I contribute to initiatives such as the Skaneateles Lake Association, championing environmental preservation and community well-being.
My leisure pursuits include immersing myself in the tranquil waters of Skaneateles Lake and fostering connections within the esteemed Skaneateles Country Club. A lifelong enthusiast of sports, my enduring passion for lacrosse and soccer underscores the importance of balance and vitality in life.
In 2021, I embraced a new chapter by marrying Denise Phair, complemented by my role as a step-parent to Shyanne and Cameron.
Above all, my family remains the cornerstone of my existence, anchoring me in purpose and fulfillment.
