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 solutions.
Along with my knowledge and experience, my commitment to an outstanding level of client service is an integral part of my practice that I pride myself on. By developing a deep understanding of my clients’ individual situations, I am able to help them make well informed financial decisions with confidence.
Education
- In 2011, I graduated from St. John Fisher College – Rochester, NY where I earned a Bachelor of Science degree in Finance.
- I am a 2008 Graduate of Greece Athena High School – Rochester, NY.
Designations
- I hold Series 7, 24, 66 and NYS Life, Health & Disability Insurance Licenses.
- CERTIFIED FINANCIAL PLANNER™
Out Of The Office
Outside of the office, I serve as the president of The Greece Education Foundation, a local nonprofit that provides grant funding for educational programs that cannot be supported through public funding for Greece Central classrooms. I am also an avid Buffalo Bills fan and like to spend my free time fishing.
To schedule an introductory phone call with me, click here