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

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Family Finances
  • Insurance
  • Saving for Education
  • Estate Planning Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. Financial Economics: Plattsburgh State University, 2000
  • M.A. National Security & Terrorism Studies: American Military University, 2007

Interests

- I have been active in the martial arts for the past 15 years.

- Enjoy traveling with my family and watching my son play soccer and my daughter dance ballet.

- Avid reader and soccer enthusiast.

Community participation

I believe that participating in and sponsoring local events is essential to building strong community relations as well as, donating and volunteering time to charitable organizations. Following are a few organizations I work with:

- Board of Directors: International Professional Wrestling Hall of Fame (IPWHF); (prowrestlinghall.org)

Awards & recognition

  • S.M. Miller & Associates, 2021 Columbia Greene Board of Realtors Business Partner of the Year, 2021

I’m here to support you during the COVID-19 outbreak

I remain open for business and am here to help you navigate the volatile markets. I am happy to talk through any concerns or questions you may have, through whatever means are most comfortable for you.