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.

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41
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Retirement Planning Strategies

Education

  • State University of New York at Buffalo, BFA, 1974
  • State University of New York at Buffalo, MFA, "cum laude" 1976

Community participation

My passion for arts has led to a long relationship with the Buffalo Philharmonic Orchestra, WNED-FM, The Guitar Foundation of America, Chamber Music America and I am a member of the Alice Tully Circle of Lincoln Center.

I also consult on a volunteer basis for the Library of Congress , the Hispanic Heritage Council and the Community Foundation for Greater Buffalo.

Interests

I have led a rich, double life for the past thirty-five years. Those who know me understand that I have a passion for excellence and achievement in all that I do. As a touring and recording concert artist, my discipline, focus and high expectations have enabled me to perform at Carnegie Hall, The Smithsonian Institution, The JFK Center for the Performing Arts and a special invitation to perform at the White House. In addition, I am a two-time National Endowment for the Arts Fellow and I enjoy continuing involvement with the Chamber Music Society of Lincoln Center and the Library of Congress.