My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Political Writing - Budget and Social Security issues
  • Gardening - Preference: Hydrangeas and Hostas
  • Reading - Non-fiction books and Business/ Political Magazine

Community Participation

  • Amherst Industrial Development Agency: Nominated by the Amherst Town Board in January 2006 to a 7 year Term as a Board Member of the AIDA.
  • Winner of C-span's 25th. Anniversary Essay Competition
  • Democratic Candidate for Congress in 2002 for NY 26th. Congressional District

Experience

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Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2011

Qualifications

  • MBA in Financial Institutions & Markets (GPA: 3.67) U.B. 1991
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Education

  • MBA, 1991, SUNY at Buffalo; Major: Financial Institutions & Markets

Professional Associations

  • Fmr. Board Member Amherst Industrial Development Agency.

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