Advisor profile

My approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance

Education

  • Bachelor of Arts, Canisius College, Buffalo, NY

Awards & recognition

  • Fieldstone Private Wealth, Ameriprise Client Experience Award, 2020 - 2023

Previous experience

  • Wealth Advisor, SVP, Morgan Stanley, Williamsville, NY, 2000-2014

Interests

I strive to maintain a balance among my family, career and civic responsibility. But when time allows, I can be found:

- Downhill skiing

- Fishing

- Practicing conservation at our camp in the Southern tier

- Seeking vintage & fine art for my "Art Through the Ages" collection

My photos

4 albums
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