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Here to act in your best interests
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
Rochester, NY 14625
5015 Campuswood Drive
East Syracuse, NY 13057
6500 Sheridan Drive
Amherst, NY 14221
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 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 insight as well as our client service associates who can provide you with additional resources and support.