Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
Balanced Wealth Group
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Planning Strategies
- Retirement Income Strategies
- Wealth Preservation Strategies
- Estate Planning Strategies
- Small Business
- My wife, Kathy and I have been very busy raising our two children, Zach and Katie . We also have a boxer named Trudy that provides us an endless source of entertainment.
- In the warmer months I enjoy golf, camping and boating. In the winter we try to take 2 or 3 family ski trips to Holiday Valley in Ellicotville , NY.
Awards & recognition
- Ameriprise Circle of Success Diamond Ring, 2021
- Ameriprise Circle of Success, 2008-2021
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
- College for Financial Planning, 2005, CERTIFIED FINANCIAL PLANNER™ practitioner
- Ohio University, 1988, Bachelor of Science Business Administration
- Culver Military Academy, 1984