I have over 36 years of experience in the financial services industry and cultivating a team of advisors who create meaningful relationships with their clients. Our office is dedicated to helping investors simplify their complex financial situations, putting their needs before ours, and providing responsive communications and service.
My mission is to assist individuals, businesses, and families in navigating the financial decisions involved in life. I work with you to create an investment plan, a personalized road map that can help address financial needs and achieve financial goals. I adjust your recommendations to match your changing needs and the economic landscape in order to help create, preserve and pass on wealth.
I am a lifelong resident of Fairport where my wife and I of over 25 years have raised three beautiful children. Away from the office I enjoy lacrosse, travel, quality Bourbon and spending time with my family.
- Graduate of Alfred University
- Certified Retirement Counselor®
- Holds Series 6, 26, and 63 registrations
- 2015 NTSA Elite Advisor
- Durable Income Strategies
- Retirement Income Planning and Implementation
- Retirement Planning
- Investing for the Future
- Investing Made Simple
- Life and Long Term Care Insurance
- Estate Planning
Registered in AL, AZ, FL, IN, MA, MD, ME, NC, NJ, NV, NY, OH, PA, SC, TX, VA, VT, WA
The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry, as well as to acknowledge their specific accomplishments and/or contributions. The NTSA Elite Advisor Award recognizes the very best advisor members of NTSA who have done the most to help individual plan participants accumulate assets for retirement. The focus is on advisor best practices for advocacy, leadership, practice management and legacy within the 403(b) and/or 457 retirement industry, directly impacting the ability for Americans to build a successful retirement, especially through retirement plans. In addition, the NTSA Elite Advisor Award proclaims to the industry, to the federal, state and local legislatures, and to the public that the NTSA and its advisors — as trained, experienced professionals — are critical to helping Americans in the non-profit sector achieve individual retirement security.
Awards are not indicative of future performance. Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.