• Founder & Managing Partner

    I earned my undergraduate degree at the University of Buffalo (English & History). After a career in the service industry spanning several decades, working as an innkeeper, a chef and general manager at some fine Buffalo locations, I returned to UB for my MBA (Information Systems, Marketing). I'm quite proud that I escaped both college experiences without a loan. After graduate school, an internship at Rich Products turned into a career in Information Systems where I rose to Systems Analyst. I left RPC with the highest evaluations possible after implementing a process using something called a "tablet".

    Edward Jones hired me in 2006, I opened my own branch within a year after winning several local and national awards. In 2010, I chose to open my own business in Medina, NY.

    I am the chief investment officer at Harvest. We use both technical and fundamental analysis to select individual stocks and bonds, placing the decision making to your lives as close as possible. My sole concentration is the performance of my portfolios.

    I love to spend time with a stock pot, simmering a broth and thinking about how what it will evolve into later on. I read; love my dogs and grandkids and taking a drive in a convertible with no particular endpoint in mind. We live in a chalet-style home, with excellent acoustics so I also enjoy singing faith-based songs when I'm alone.

    Matthew 6:27: "Can any one of you by worrying add a single hour to your life?"

  • CCO & INVESTMENT ADVISOR REPRESENTATIVE

    I graduated from NCCC with an associate's in computer information systems. In 2011 I started my career in the financial industry at Geico I obtained my property/casualty insurance license where I sold Auto policies, then moved onto state farm for a few years where I sold both Auto & Home. I was in discussions with State Farm about joining their agent program around 2015. At that time Alex was looking to expand so which is when I joined Harvest.

    I run the day-to-day operations at Harvest, client acquisition, financial planning, money transactions & also help manage the fixed income portion of portfolios.

    I enjoy being outdoors every opportunity I am given to camp, golf, hike, fish or hunt.

    “Look deep into nature, and then you will understand everything better.” –Albert Einstein

  • I graduated from GCC in 2016 with an associate's degree in Fashion Merchandising & Marketing. I continued my studies and attended SUNY Buffalo State University and graduated in 2018 with my bachelor’s degree. During college, I was a member of Phi Theta Kappa, Tau Sigma, & Epsilon Pi Tau, which are honor societies that recognize excellence in academics and academic achievement.

    I joined Harvest Capital Assets in October of 2021, and I am responsible for office clerical work, as well as running reports for portfolios, and creating and updating trades spreadsheets for the company. Recently, I was tasked with instrumental work, as I completed series of reports that captured 3 year reports for clients, as Harvest Capital Assets transitioned between reporting agencies. I also assist Dave with onboarding clients, as well as assist Alex with creating specific reports. I am also excited with the new opportunity to work with Ashley, on creating a social media presence for Harvest Capital Assets.

    I love reading, watching documentaries, animals, traveling, cruises, studying different languages, as well as learning about different cultures. I also enjoy volunteering with Furever Friends, which is an animal rescue group, & as a further testimonial to my love of animals, I have been a vegetarian since I was 5 years old. I also love spending time with my family and enjoying time with my nieces and my nephew.

    "In three words I can sum up everything I've learned about life: It goes on." - Robert Frost

  • INVESTMENT ADVISOR REPRESENTATIVE

    I have been trading since 1990 and I’ve taken many courses with Edward Jones, and Wells Fargo. I am certified to sell annuities, life insurance, and stocks options.

    I am an avid boater and like to fish as well. Traveling around the world is also something I like to do.

    Something I live by is treat everyone like they were your grandmother. Take care of them as if it was your grandmother. Never do anything to hurt your grandmother. An old Edward Jones quote at all our meetings.

  • MARKETING DIRECTOR

    I hold a Bachelor of Science in Business Administration from SUNY Buffalo State University. While earning an Associate of Science at SUNY Niagara, I was a proud member of the Phi Theta Kappa Honor Society both years. Following graduation, I joined the Jewish Community Center of Greater Buffalo as a Communications Associate, quickly growing into the role of Marketing Specialist. The majority of my job involves managing social media/content creation, designing print and digital advertisements, and marketing various programs, events, and promotions. In April 2024, I was asked to attend the AFP ICON Conference in Toronto with the Advancement Department. This conference brings together over 3,000 fundraising professionals across the globe in the largest gathering. Over three days, we attended keynotes, educational breakout sessions, workshops, and networking events.

    With my experience at the JCC and my passion for creativity, I was asked to join the Harvest team to help build the marketing and social media presence.

    I enjoy nature, interior design, art, singing, listening to music, visiting places that are haunted or historic, hanging out with my rescue dog, and discussing philosophical questions. P.S. I'm a huge foodie. Morgan, our Administrative Assistant, is my best friend of 20 years, and I consider her family my second family.

    "It is Not in the Stars to Hold Our Destiny, But in Ourselves." - William Shakespeare