PROFESSIONAL EXPERIENCE
I have over 14 years of experience in the financial services industry and have been working as an independent financial advisor since 2009. I believe that financial planning should be all about the client – the client should make the choices, and the client should maintain control of their money.
My missions is to help individuals create a financial blueprint through the development of strong client relationships, the understanding of their goals, customizing a financial plan, and maintaining/adjusting their financial plan as needed in order to help achieve the financial future they want.
ABOUT ME
When not helping clients, I enjoy spending time with my wife of 18 years and my 4 children: Natalie, Calleigh, Lilyanna, and Carter. I am involved in the local Little League as a coach for my son’s baseball team. When not at one of my children’s activities, I like to attend music concerts and sporting events.
Professional Qualifications
- B.A. from St. John Fisher College
- M.S. from University of New Haven
- NYS Certified Secondary Science Teacher
- Holds FINRA Series 6 and 63 registrations
Specialty Services
- Medicare Made Simple
- Financial Planning
- Retirement Planning
- Life & Long-Term Care Insurance
- Investing 101
Memberships
- Financial Services Institute (FSI)
- National Tax-Deferred Savings Association (NTSA)
Registered in NY
Medicare services are not offered through, or supervised by, The Lincoln Investment Companies.