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 Income Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Small Business


  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care®
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Community participation

  • Brockport Lion's Club, Board Member

As an active member of the Brockport Lion's Club I gain great satisfaction of giving back to the community in which I work. The Lion's Club is a wonderful organization that serves the community through many projects throughout the year. The Lion's Club motto is "WE SERVE".

  • Brockport Chamber of Commerce
  • Brockport Leo's Club
  • Junior Achievement


  • My daughters Chantelle and Lily, son Jamison and I all enjoy spending time with our nearby family and friends. We also enjoy taking care of and playing with our pets, traveling, camping, fishing, grooming and riding horses and being outdoors in general.
  • Golf, I often participate in charitable golfing events.
  • Attending events that allow me to interact with people from many areas of business.