I enjoy meeting new people wherever they are on their financial journey to guide them towards making positive financial decisions.
I use my experience in investment management, tax planning and insurance to help clients protect what they have and grow what they need. I have developed our proprietary “Think About It” process that we take our prospective clients through, I am a co-chair of our internal investment committee and most of all, I love working with the clients that I have. I take my role as an advisor very seriously, but I really want to enjoy the process as much as possible.
Helping people find advantages and “out of the box” ideas using current tax and financial laws
Helping people that are nervous or anxious about financial planning feel confident and excited after one meeting
Being fortunate enough to have a very high level professional network that my clients can utilize; that includes everything from estate attorneys and tailors to mortgage lenders and experts in A.I.
Having a nickname that ensures that I need to be tough, resilient and always looking to improve (ask me what it is later)
Outside of work, you can find me spending time at home with my wife, Allison, daughter, Anamaria, and son, Adrian. We enjoy being active, and you can usually find me outside in the summer or learning to ski in the winter. However, we do take breaks to watch the Buffalo Bills play.
I really enjoy sports, competition and fitness. I am constantly reading about business and trying to be a great father and husband. I am an early riser in the morning and love making my wife coffee.
