Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2006
  • Ultimate Digital Excellence Award, 2021

Community participation

  • Clearpath For Veterans
  • Food Bank of Central New York

Interests

I enjoy spending quality time with my family; my wife, Janine and my two boys, Ethan and Mason.