My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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10
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
  • Wealth Preservation Strategies
  • Investment Management
  • Family Finances
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution

Previous experience

  • Select Licensed Relationship Manager, Keybank, 2019-2022, Rochester, NY, 2.5
  • Private Client Banker, JPMorgan Chase, 3.5

Community participation

I am the President of a Rochester, NY based 501:c)(3), ROC Cystic Fibrosis Awareness Inc. The organizations mission is to bring awareness to the cystic fibrosis community and raise money to fund the research and development of new drugs and therapies to cure cystic fibrosis.