17 YEARS OF EXPERIENCE

This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

• Investments
• Retirement Income Strategies
• Cash Flow Management Strategies

Interests

I enjoy playing golf and welcome the opportunity to play with clients. I participate in golf charity events each summer.

My wife, Lisa, is a flight attendant for Delta Airlines and is often working a trip to Europe. My two daughters do a good job of keeping me busy and I like to be involved in their activities. Both, Natalie and Catie are involved in sports and school activities at Victor Schools.

Community participation

I'm an active member of Cobbestone Country Club and enjoy volunteering at the Pittsford Food Cupboard. Active participant in the JP Morgan Chase Corporate Challenge.

Qualifications

• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
• CRPC® Chartered Retirement Planning Counselorâ„ 
• APMA® Accredited Portfolio Management Advisorâ„ 

CRPC conferred by College for Financial Planning.

Education

• MBA Xavier University 1997 Masters Degree
• BSME University of Cincinnati 1992 Bachelors in Mechanical Engineering