Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Tax Planning Strategies
  • Investments

Education

  • St. John Fisher College, Rochester, NY - Bachelor of Science 1996
  • Belmont Central H.S. - Belmont, NY - 1992

Awards & recognition

  • Gratium Wealth Planning, Ameriprise Client Experience Award, 2020-2023

Interests

Tennis, Cycling, Bowling, Golf, Fishing, Spending Time at the Beach, Building things around the house.