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

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Investments
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 and 66 license
  • Life, health and annuity license

Education

  • SUNY College at Cortland - B.A. Speech Communications, 1978

Interests

  • Family, spouse, Joan, daughter Lauren her boyfriend Terry, son Tom and his wife Mikayla, dog Rosie, grand dog Willow and grand cats Sigi and Billie!
  • Huge sports fan especially baseball, football, basketball and golf.
  • Devoted fan of Syracuse University sports and the Boston Red Sox.
  • Listen to music on a regular basis, really enjoying blues rock.
  • Love to attend and support live music!

Community participation

I was involved for many years as a youth basketball coach in Camillus, New York.

Currently active annually for the St Baldrick's Foundation to raise funds for kids battling cancer to find cures.

St Baldrick's rank of "Knight Commander." 10 year fundraiser.

Professional associations

  • Financial Planning Association