I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. My business practice is focused on providing comprehensive financial planning, risk management and retirement income strategies to help individuals find success and peace of mind.
To hear an excerpt from a podcast I was recently on, listen here.
To schedule a time to talk, click here.
- In 2015, I graduated from SUNY Brockport where I earned a Bachelor of Science degree in Finance, as well as Business Administration with a concentration in Management.
- I am a 2012 graduate of Webster Schroeder High School.
- I hold Series 6, 7, 63, 65, and NYS Life and Accident/Health Insurance Licenses.
Out Of The Office
I live in Rochester, NY with my fiancée, Chelsea. We love exploring our area, visiting new places, and trying different restaurants and breweries. I spend my free time playing hockey, trying to golf and cheering for the Buffalo Bills and Sabres. I am also an active participant in my community through various fundraising efforts. In 2015, I established an annual hockey game now known as "Webster Beats Brain Tumors" to raise money and awareness for the Brain Tumor Care Fund at the University of Rochester Medical Center.