My passion lies in guiding clients through every stage of their financial journey, providing comprehensive financial planning and investment management. I excel at transforming complex financial scenarios into clear, actionable plans that clients can confidently implement. I'm proud to lead a talented team that enhances our ability to deliver exceptional service and build lasting, multi-generational relationships. A core focus of my practice is optimizing tax strategies to help clients preserve their wealth and pursue their financial goals. We are committed to supporting clients in funding their children's education, ensuring comfortable retirements, and achieving their long-term financial goals.
My roots are in upstate New York, near Syracuse, where I grew up in the rural community of Lakeport on Oneida Lake. My upbringing instilled a strong work ethic and a love for the outdoors. Throughout high school and college, I balanced academic achievement with participation in multiple sports. These experiences, combined with diverse work experiences from my father's gas station to lifeguarding and farm work, have shaped my approach to problem-solving and client service. Today, I enjoy an active life with my wife, Bridget, and our blended family of four children and one grandson. My personal pursuits include biking, hiking, golf, and I also enjoy flying. I'm a private pilot and love to take to the skies over the eastern U.S