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 investment portfolio management. Upon moving to Rochester in 2007, I shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.
I truly enjoy working with my clients in helping to ease their financial concerns so that they can focus on what’s most important to them in life. I am approachable and pay close attention to detail in developing solutions to provide professional service my clients can depend on.
Education
- I am a 2004 graduate of the Krannert School of Management at Purdue University – West Lafayette, IN where I earned a Bachelor of Science degree in Management with a minor in Finance.
- In 2015, I obtained the RICP® (Retirement Income Certified Professional) designation from the American College.
Designations
- I hold Series 7, 65, 66 and NYS Life, Health & Disability Insurance Licenses.
- CERTIFIED FINANCIAL PLANNER™
Out Of The Office
I reside in Webster, NY with my wife, Shelly, and our children – Jack, Nick and Tessa. I am a die-hard fan of the Chicago Bears, Chicago Cubs, Chicago Bulls and, more recently, any Penfield Little League Team with one of my kids on the roster. When not working or taking in a sporting event, I enjoy playing golf and reading.