I am a seasoned CPA specializing in retirement income and tax optimization. I am committed to helping you secure your financial future. My mission is to create tailored retirement income plans while minimizing your tax liabilities, ensuring you keep more of what you've earned. I provide personalized solutions, uphold the highest professional standards, and empower you with financial knowledge. Let's start your journey towards financial freedom and a worry-free retirement.
Education
In 2017, I graduated from State University of New York at Fredonia with a Bachelor of Science in Public Accountancy and Business Administration with a concentration in Finance
Designations
I hold Series 65
I have an active CPA (Certified Public Accountant) license with the state of New York
Years Past
Was a Volunteer Income Tax Assistance (VITA) grant program is an IRS initiative designed to support free tax preparation service for the underserved
Part of New York State Society of CPAs as a student member
Out of Office
In addition to my career as a CPA / Advisor, I'm an avid golfer and fitness enthusiast. My wife, Rachel, and I are proud season ticket holders for the Buffalo Bills, sharing unforgettable moments cheering for our team. We're also passionate supporters of the Buffalo Sabres. These experiences add a dynamic balance to my life, and my genuine love for helping clients succeed is my driving force.