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
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Family Finances
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • BA Bachelor of Arts in Communication, Buffalo State College, 2002
  • Cardinal O'Hara : 1993 - 1997

Interests

My wife Jennifer and I were blessed with three beautiful children, Gianna, PJ III and Lillianna. In 2019, we welcomed our first dog, Charlie! I enjoy spending as much time as possible with my family.

I've always had a love for sports, especially hockey, baseball and football. I currently play ice hockey, and coach my son's hockey team. In 2021, I was one of 40 players who participated in the 11 Day Power Play, which is an organization that raised over $2 million towards cancer research, and we set the World Record for the longest hockey game ever played!