I reside in a suburb of Syracuse, New York, with my wife Jillian, daughter Emerson, and Cavalier King Charles Spaniel Benny.
With over fifteen years of experience, I have developed a deep understanding of the social programs available to retirees and the challenges they must prepare for. This expertise has allowed me to grow my financial services practice organically through client referrals.
I enjoy meeting people and learning about their aspirations and motivations. My mission is to help you achieve financial security. Whether you are a professional nearing the end of your career or a business owner looking for a profitable exit from your company, I can help you transition into a successful retirement.
College for Financial Planning
St. John Fisher College
Financial Planning Association of Central New York
CFP Board