Advisor profile


My approach

Do you ever wonder how you will generate income in retirement? My practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, my goal is to help clients build and protect their income during their working years, and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow, so they can live the retirement they’ve earned and deserve.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Master of Business Administration Degree - Financial Planning
  • CLTC® Certified Long Term Care®

Education

  • MBA, 2005, Financial Planning, Medaille College, Buffalo, NY
  • BS, 1996, Financial Economics, SUNY College at Buffalo, Buffalo, NY
  • AAS, 1995, Business Administration, Genesee Community College, Batavia, NY

Interests

A country boy at heart, I enjoy outdoor activities such as fishing, hunting, hiking, cross-country skiing, and nature photography. I also enjoy traveling with my family. We are hoping to visit all 50 states with our son, David, before he leaves home.

Community participation

  • US Air Force Reserves, Medical Service Corps Officer, Niagara Falls Air Reserve Station, NY

Professional associations

  • Financial Planning Association