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 levels. I focus on helping my clients to truly understand why we are doing what we are doing. We find that when we believe in the financial plan, we can focus on executing, and planning the next chapter.
Education
- In 2015, I graduated from SUNY Brockport where I earned a Bachelor of Science degree in Finance, as well as Business Administration with a concentration in Management.
- I am a 2012 graduate of Webster Schroeder High School.
- I am currently enrolled in the CFP® (CERTIFIED FINANCIAL PLANNER™) Curriculum at Bryant University
Designations
- I hold Series 6, 7, 63, 65, and NYS Life and Accident/Health Insurance Licenses.
Out Of The Office
I live in Rochester, NY with my wife, Chelsea and our dog, Lucho. We love exploring our area, visiting new places, and trying different restaurants and breweries. I spend my free time hiking, fishing, playing hockey, trying to golf and cheering for the Buffalo Bills and Sabres.
I am also an active participant in my community through various fundraising efforts. In 2015, I established an annual fundraiser now known as "Webster Beats Brain Tumors" to raise money and awareness for the Brain Tumor Care Fund at the University of Rochester Medical Center.
To schedule an introductory call with me to see if we'd be a good fit to work together, click here.