I am a seasoned CPA specializing in retirement income and tax optimization. I am committed to helping you secure your financial future. My mission is to create tailored retirement income plans while minimizing your tax liabilities, ensuring you keep more of what you've earned. I provide personalized solutions, uphold the highest professional standards, and empower you with financial knowledge. Let's start your journey towards financial freedom and a worry-free retirement.
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)
In addition to my career as a CPA / Advisor, I’m an avid golfer and fitness enthusiast. My wife, Rachel, and I are proud season ticket holders for the Buffalo Bills, sharing unforgettable moments cheering for our team. We’re also passionate supporters of the Buffalo Sabres. These experiences add a dynamic balance to my life, and my genuine love for helping clients succeed is my driving force.
