I grew up in Poughkeepsie, NY before choosing to attend St. John Fisher University in Rochester, NY. Upon graduation and an internship with a local financial advisory firm, I started my career in 2013.
Using my experience in financial planning, I truly love the process of helping people get what they want out of life.
Take the complicated and make it simple. Financial planning can be complex, but that doesn’t mean it has to be difficult to understand. Breaking it down into the simplest form is something that I pride myself on with my clients
Empower YOU. It is your money, not mine. I will help you feel confident and empowered to make the best financial decisions for you and your family.
Give you back your time. Most people hire me because they either don’t have the time, knowledge or desire to manage their finances alone. I will help take that off of your plate so that you can focus on your life, not the stock market.
Creating a trustworthy bond. I may or may not be the smartest financial advisor, but it means nothing if you do not trust me and my advice. Doing what I say I will do allows my clients and I to develop trust and build lasting relationships together.
From investment and retirement planning, to risk management and tax advice, I cover a full range of financial topics to truly build a “comprehensive” plan for my clients.
I live in Fairport, NY with my wife Alexandra and our two sons, Elias and Lucas. We also have two fluffy golden retrievers, Pheobe and Henry.
