Advisor profile


My approach

Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, I work one-on-one with my clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, I can offer personalized advice that helps them balance important retirement income needs against the needs of today.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Charitable Giving
  • Small Business
34
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • Bachelor of Arts degree in Communications Studies, Oswego State University, 1982
  • Masters degree in Business Administration, marketing, Clarkson University, 1983

Interests

  • I enjoy home improvement projects and gardening.
  • My wife Kate and I enjoy traveling adventures together.

Community participation

I believe strongly in investing in my community and so volunteer with several local organizations to assist them in fulfilling their mission to positively impact our community. I am a member of and serve on the Board of Directors for the Oswego Rotary Club. My wife and I have served New Covenant Community Church for over thirty years in many capacities and I currently serve as an Elder and treasurer for our church organization. I also serve as co-chairperson of Leave a Legacy of Oswego County and as the vice-chair for the Oswego County Community Foundation leadership council.

Professional associations

  • Oswego Rotary Club
  • Financial Planning Association