I began my career in the financial industry in 1997 with The Legend Group. When it comes to modelling good fiscal strategies, my mother was the best example of how to succeed financially. Since my dad passed away when I was 8 years old, I witnessed my mother's remarkable ability for stretching a dollar while raising 4 children on one income. Amazingly, she would also commit to saving for the future on a very tight budget.
My mission is to help people as they plan for a secure financial future. I receive a great deal of satisfaction knowing that my clients can achieve their financial goals, whether short or long term, by adhering to a few basic strategies for wealth accumulation and growth.
I have lived in Rochester, NY nearly all my life. My mother and father immigrated to the USA when I was not quite 3 years old. My hometown is Zwolle, located in the province of Overijssel, Netherlands. Ann Michele and I have enjoyed many trips to the Netherlands to see many cousins, aunts and uncles we have maintained contact with.
I am married to my wife Ann Michele. She is both my wife and an assistant for all my Lincoln Investment activities. Ann Michele is also recently retired from teaching for 27 years in the Churchville Chili Central School district. We have two children; Kristin teaches in a Montessori School in Portland, Oregon and our son, Michael works for the City of Denver, Colorado in their Emergency Communications Center.
When I have time to enjoy activities apart from my Financial Advisor responsibilities, I enjoy travel with my wife, and painting Plein Air landscapes.
- Graduate of Empire State College, Bachelor of Science degree
- Property and Casualty Broker
- Certified Retirement Counselor®
- Holds Series 6 and 63 registrations
- Durable Income Strategies
- Retirement Income Planning and Implementation
- Retirement Planning
- Saving for the Future
- Investing Made Simple
- Life and Long Term Care Insurance
- Personal and Business Insurance
- Lakeshore Rochester Kiwanis Club
Registered in NY, OK
Insurance services are not offered through, or supervised by, The Lincoln Investment Companies