With a focus on retirement income and planning strategies, investments, and wealth preservation, I am committed to helping clients pursue their financial goals. My expertise extends to estate planning, intergenerational planning, and divorce financial planning, as well as cash flow management strategies. As a CFP® CERTIFIED FINANCIAL PLANNER™ practitioner and a CERTIFIED TRUST AND FINANCIAL ADVISOR (CTFA), I strive to provide comprehensive and tailored financial guidance.
In my personal life, I enjoy golfing, fishing, and traveling with my family. My wife, Colleen, and I cherish our trips to visit our son Nick in Nashville and watch our son Ryan play college hockey at SUNY Brockport. I am passionate about spending quality time with clients and friends and sharing interests that extend beyond our financial relationship. I hold a BA in Economics from SUNY at Oswego, which laid the foundation for my career in financial planning.