picture of a planner

Here to act in your best interests

About me

Most people don’t know what it takes to retire comfortably, which is why I customize a financial roadmap that provides the clarity they seek. This way, my clients know exactly how I can help them get to and through a more successful retirement. Because I view my clients as family, it is extremely rewarding when they achieve key milestones that we mapped out in their financial plan. Outside of work, I love spending time with my wife of 30-plus years and enjoying our two adult children as they navigate new careers and life on their own.




Bachelor of Science, Liberal Arts - Excelsior College

Visit one of our Locations


5015 Campuswood Drive

Suite 201

East Syracuse, NY 13057


28 Corporate Drive

Suite 101

Clifton Park, NY 12065

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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