I began my career in the financial services industry in 2012, and today I provide comprehensive financial guidance to my clients. I focus on developing retirement income strategies as well as personalized risk management assessments and solutions.
Along with my knowledge and experience, my commitment to an outstanding level of client service is an integral part of my practice that I pride myself on. By developing a deep understanding of my clients’ individual situations, I am able to help them make well informed financial decisions with confidence.
Creating a “no pressure” situation with prospects and clients so they feel that they have known me for years. This allows them to open up and talk freely so we can address their true problems / concerns.
Being raised by a blue collar, small business owner gives me a different perspective when meeting with clients. I was always taught to look 10 steps ahead to solve current / potential problems.
Being the oldest of four siblings, I truly want to solve problems and help. It is not about the money, it is about fixing the issue and moving forward.
I take the rule of 72 to heart. In my personal life, my wife and I have doubled our kid count with each pregnancy.
Outside of the office, I serve as the president of The Greece Education Foundation, a local nonprofit that provides grant funding for educational programs that cannot be supported through public funding for Greece Central classrooms. I am also an avid Buffalo Bills fan and like to spend my free time fishing.
