I joined Ascent Wealth Partners as a Managing Director in January of 2026. Previously, I was the owner and principal of Patriot Asset Management, a registered investment advisor. I have over 40 years of experience in investment management, trust administration and operations as well as brokerage services. I served as Vice President and Trust Officer at Central National Bank, Herkimer County Trust Co. and Key Trust Co. I also worked for First Albany Corp in their brokerage operations area.

I work with individuals and families, small businesses, charitable foundations and other non-profit organizations. I take a hands-on, face-to-face approach. My experience with many aspects of the investment and planning process gives me a unique perspective to help my clients meet their investment and planning needs.

I live in Tribes Hill, NY. I am active in my community, having served on the Catholic Charities of Fulton and Montgomery Counties board of directors and a member of the Fonda Fultonville Community Foundation and the Tribes Hill Veterans Banner group. I enjoy golf, fishing and many other outdoor activities.