As an experienced financial advisor with more the 17 years of experience in the wealth management industry, my top priority is to put clients first and help them achieve their financial goals and dreams. I focus on offering retirement plans for individuals, individualized wealth planning strategies and retirement income planning services. I provide a big picture view of what life could look like i
f you do X,Y and Z. . I also focus on individual saving strategies if you are just starting out, college savings plans, life insurance, estate planning strategies and wealth education resources for any age or life stage. Helping clients provide financially for loved ones and favorite charities rounds out my wealth management business. As an investment professional, I have passed the Finra Series 7 and 66 Securities exams. I also carry state insurance licenses in accident and health, life, variable life and variable annuities. Lastly, I earned my professional designation of Chartered Retirement Planning Counselor (CRPC ®). I was born and raised in the finger lakes region of upstate New York and attended college at LeMoyne in Syracuse, NY. I volunteer for The Skaneateles Lake Association helping to identify harmful algae blooms in one of the cleanest lakes in the entire country. I enjoy sports, boating on Skaneateles Lake and spending time with my family and friends. I reside in Marcellus, NY with my wife Denise. We have 2 adult children, Shyanne and Cameron, living independently. We all have important financial goals – for ourselves and the people we care about. To help you prepare for the future you envision, consider what I have to offer as your wealth manager. I welcome the opportunity to speak with you!
