I have 2 years of experience in the financial industry and have been a registered advisor since 2020. I started my career at Financial Partners of Upstate New York, a MassMutual Firm.
I believe that knowledge is the key to a successful financial future. My background, experience, and commitment allows me to provide people with the resources they need to make financial decisions and help make their financial future as successful as they need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me design strategies to meet their current, and more importantly, future needs.
I served 9 years active-duty Army where I had an additional role of being the command finance NCO for about 3 years assisting Soldiers with financial concerns, budgeting, emergencies, etc. I also served an additional 6 years in the Army National Guard in the Rochester area..
When I'm not at the office, I volunteer with the East Rochester Fire Department as an exempt member. I also enjoy fitness, reading, any kind of outdoor activities.
- Bachelor's Degree from St. John Fisher College
- Holds FINRA Series 7 and 66 registrations
Registered in CA, MA, MO, NY, VT