Advisor profile


What you can expect when you work with me

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.

Get started
13
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
  • Tax Planning Strategies
  • Investment Management

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • ChFC® Chartered Financial Consultant®
  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7 General Securities Representative Examination (GS)
  • Series 63 Uniform Securities Agent State Law
  • Series 6 Investment Company Products/Variable Contract Limited Representative
  • Life, Accident and Health License

Education

  • State University at Buffalo, Master of Business Administration (MBA) 2016
  • State University at Geneseo, Bachelor of Science, Biology 2007

Professional associations

  • Beta Gamma Sigma National Honor Society Alumni Chapter, Bflo