My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

  • Family is a big part of my life. My wife, Phyllis and I enjoy spending time with our children and grandchildren.
  • My favorite pastimes are golfing, boating and skiing.

Community Participation

  • Nathan Littauer Foundation Board Member
  • Fulton County Enlarged Regional Chamber of Commerce Member

Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Estate Planning Strategies

Experience

23

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • BS, Accounting & Business 1970, Rochester Institute of Technology, Rochester,NY

My Videos

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