picture of a planner

Here to act in your best interests

About me

It is my mission as a financial planner to deliver comprehensive financial planning to all my clients, whether they’re striving for homeownership, focused on estate planning, or need guidance to help get them to the retirement they deserve. Outside of work, I enjoy spending time with my family. I’m also an avid runner and cyclist and enjoy golfing.


Chartered Retirement Planning Counselor™


Bachelor of Science - St. John Fisher College

Visit one of our Locations


350 Linden Oaks

1st Floor

Rochester, NY 14625


5015 Campuswood Drive

Suite 201

East Syracuse, NY 13057


6500 Sheridan Drive

Suite 110

Amherst, NY 14221

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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