Clarity. Confidence. Long-Term Financial Partnership.
Jayson is an Independent Financial Advisor committed to helping growing families & individuals gain clarity and confidence in their financial futures. He believes that everyone deserves a personalized financial plan, one that reflects their unique goals, values, and life circumstances. Whether it’s preparing for retirement, growing investments, preserving wealth, or simply achieving confidence, Jayson is dedicated to guiding clients with care and consistency every step of the way.
Originally from Rochester, NY, Jayson moved to the Capital Region to attend Siena College (now Siena University) and has proudly called Saratoga Springs home ever since. He holds his Series 7 and Series 66 registrations*, as well as life, health, and accident insurance licenses, equipping him with the knowledge and credentials to provide well-rounded financial guidance. Combining local insight with broad financial experience, Jayson serves clients throughout the region and beyond with a thoughtful, personalized approach.
Jayson’s approach is rooted in simplicity and trust: put clients first, listen carefully, and provide clear, practical advice that empowers people to make confident financial decisions. His focus is on building long-term relationships grounded in transparency, education, and measurable results.
Jayson enjoys working with people who value thoughtful financial strategies and the benefit of a professional advisor to help them navigate life’s financial complexities with confidence and purpose.
Outside the office, he enjoys spending quality time with family and friends, playing golf, skiing, and cheering on the New York Yankees and Buffalo Bills.
* Registrations held with LPL Financial.