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
25
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
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Charitable Giving
  • Insurance

Education

  • Bachelor of Arts, Canisius College, Buffalo, NY

Awards & recognition

  • Fieldstone Private Wealth, Ameriprise Client Experience Award, 2020 - 2024

Previous experience

  • Wealth Advisor, SVP, Morgan Stanley, Williamsville, NY, 2000-2014

Interests

I strive to maintain a balance among my family, career and civic responsibility. But when time allows, I can be found:

- Downhill skiing

- Fishing

- Practicing conservation at our camp in the Southern tier

- Seeking vintage & fine art for my "Art Through the Ages" collection

My photos

4 albums
close