My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing

Education

  • Bachelor of Science in Finance, Syracuse University
  • High School Diploma, Nichols School

Interests

Outside of work, I enjoy volunteering in the community, including Camp Kesem, a nonprofit that supports children impacted by a parent's cancer. I love to cook and stay active through working out and playing golf. I enjoy following all professional and college sports especially the Buffalo Bills, Buffalo Sabres and Syracuse University Athletics. I also have a particular interest in the evolving landscape of Name, Image, and Likeness (NIL). I spend any other free time with family and friends.