I started in the financial industry in 2014 and employ an honest approach to finance and helping people invest. I am a student of the financial industry and enjoy diving into analysis and evaluation of potential investments. Because I learned about money at an early age, I have been a life-long investor.
My mother was a Loan Officer at a local bank and stressed the importance of putting your money to work. My Dad started a snowmobile business in 1967. There were some difficult times getting the business "off the ground" but he kept at it and the business flourished and is still going strong today (52 years and counting)! Thanks to my parents' hard work and business ethics, I learned many important life lessons like money management and perseverance.
Dedicated to helping and educating people, I spent 24 years in the classroom as a public educator. I also have entrepreneurship experience, having built 2 successful small businesses from the ground up—maple syrup (agriculture) and swimming pools (retail and labor).
I live in Victor, NY with my wife and our 3 wonderful boys. We enjoy traveling as a family throughout the state and country. We enjoy snowmobiling on the tug hill in the winter and making maple syrup as a family in the late winter/early spring.
- Bachelor's Degree in Science
- Master's Degree in Education
- Holds FINRA Series 6, 63, and 65 registrations
- Life and Health Insurance Licenses
- Registered Tax Preparer
Registered in FL, NC, NY, TN
Tax services are not offered through, or supervised by, The Lincoln Investment Companies.