Charter Oak Financial: The Latham Office

24 Century Hill Drive, Suite 105
Latham, NY 12110

Professional Story

I’m a financial advisor dedicated to helping individuals and businesses navigate the complexities of financial planning. I was drawn to this profession through my passion for guiding others toward success in an area that can often feel overwhelming without the right direction. Through a thoughtful and disciplined approach, I strive to simplify financial decision-making and provide clear, actionable strategies tailored to each client’s unique goals.

Outside of the office, I enjoy living an active lifestyle. I’m an avid skier and golfer, as well as an enthusiastic automotive aficionado. During the summer months, I spend as much time outdoors as possible exploring and enjoying all that Upstate New York has to offer. I’m also deeply involved in my local community, serving as a coach for South Glens Falls Boys’ Lacrosse and Albany Stags Club Lacrosse. Many of my adventures are shared with my dog, Hank, who is often by my side.


Languages: English


Specialties:Insurance Strategies, Risk Management Strategies, Investment Strategies, Retirement Strategies, Financial Education, Retirement Income Planning, Financial Planning, Business Succession Planning


Check the background of this investment professional on FINRA's BrokerCheck