CFP®, CFS®, CRPC™Request an appointment
Here to act in your best interests
For more than 15 years, I've enjoyed the opportunity to work with my clients and help them plan for the future with a peace of mind they worked so hard to deserve. When not at work, I enjoy spending time with my family, which usually involves Travel, soccer and reading.
CERTIFIED FINANCIAL PLANNER™
Certified Fund Specialist®
Chartered Retirement Planning Counselor™
Bachelor of Arts, Ithaca College
Visit one of our Locations
350 Linden Oaks
Rochester, NY 14625
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.