I enjoy meeting new people wherever they are on their financial journey to guide them towards making positive financial decisions. I use my experience in investment management, tax planning and insurance to help clients protect what...
I am an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, I concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and...
I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many...
I am dedicated to helping people meet their financial goals through in-depth discussions and planning. I enjoy taking complex issues and breaking them down into simple and manageable financial goals. I specialize in...
I began my career in the financial services industry in 2012, and today I provide comprehensive financial guidance to my clients. I focus on developing retirement income strategies as well as personalized risk management assessments and...
I began my career in the financial services industry in 2006. Since joining the team in 2015, I have worked closely in developing and perfecting the processes and systems that we use on a daily basis. Day-to-day, I am focused on...
Investment Advisor Representative
I am originally from a small-town of 1700 people in the state of Connecticut. Growing up in a small town taught me the importance of hard work and discipline. I started in the financial services industry right out of college working in...
Amy was born and raised in Ft. Wayne, IN. She moved to Lexington to attend University of Kentucky where she achieved her bachelor’s degree in Psychology.Amy brings 25 years of experience in operations to WFA. She resides in...
Education2011 Graduate of St. John Fisher College BA in Corporate Finance2007 Graduate of Ruben A Cirillo HS (Gananda) DesignationsSeries 6, 63, NYS Life and Health Out of OfficeI live in Fairport with my wife and 2 children...
RFG Advisory is an innovative turnkey platform engineered to support independent financial advisors. RFG handles all the behind the scenes work so we can spend time doing what we love – serving you, our clients.