My primary goal when working with clients is making sure I gather as much of their information as possible, so I can help to provide a clear path that helps them achieve their goals. I graduated with a degree in management information systems from Lemoyne College in Syracuse, New York, in 2005. I started my career as a systems analyst in 2006 working with an independent brokerage firm, Cadaret Grant. I spent my work days helping financial advisors solve problems using their financial software and hardware. I also learned a lot about how to interact with people on a business level. I ended up falling in love with financial services and the idea of dealing with different people and personalities on a daily basis. After my experience with Cadaret Grant, I decided to join my father at AG Edwards & Sons. In 2007, I passed my Series 7 and 66 securities exams, and obtained my insurance license while training at AG Edwards in St. Louis. I was also able to achieve a Chartered Retirement Planning CounselorSM designation. In 2008, my father and I joined RBC Wealth Management during the financial crisis. My father retired in 2018 and I plan on carrying his legacy on until my retirement down the road. In 2021 I married Denise Phair, and I have two adult step-children, Shyanne and Cameron. Outside of work and family, I volunteer in the community, including working with the Skaneateles Lake Association to help monitor dangerous algae blooms on Skaneateles Lake in Skaneateles, New York. Most of my leisure time is spent on Skaneateles Lake, and I enjoy my membership with the Skaneateles Country Club. I love sports, having played lacrosse and soccer for most of my life. My family is everything to me
