My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

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44
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Charitable Giving Strategies
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Financial Planning for Small Business

Professional associations

  • Board Member: United Way of the Valley & Greater Utica
  • United Way of Greater Utica allocations panelist 20 years
  • Ameriprise Franchisee Advisory Council: current member
  • North Utica Kiwanis past president
  • North Utica Rotary past president

Community participation

"Helping those who cannot help themselves" is my reward President of the Board of Directors of United Way of the Valley and Greater Utica, as well as having served as an allocations member or chair for the past 21 years. I also have the good fortune of being on the board of directors of United Way of New York State

Interests

My son, Gregory II, sailing the "Morra Less", my 2 collies, one cat and "playing in the dirt" (gardening)