I am a Certified Financial Planner™ professional and an Accredited Investment Fiduciary®. In 2002, I began practicing as a Comprehensive Wealth Manager in Upstate New York, continuing my family’s 60-year legacy as valued advisors in the Securities and Insurance Industry.
I have committed his practice to working in the best interests of pre-retirees and retirees developing comprehensive strategies on portfolio management, retirement income planning, estate preservation, and risk management concerns. In addition, I will provide guidance to business owners in the corporate benefits marketplace.
I currently resides in Saratoga Springs with my wife Liz, my two children, Tessa and Jack, and my dog Rocky. I am also an avid adventurer and enjoy skiing (both water and snow), cycling, hiking, and traveling with my family.
Want to begin your journey to financial freedom but don’t where to start? That is understandable. Many individuals feel that working with finances can be incredibly intimidating, but with my guidance we can help analyze, organize and plan for a healthy, comfortable financial present and future no matter what stage of life you are in.
Let me manage your individual investments and provide guidance on how to further plan your portfolio.
Ready to Retire? We can work together to prepare you for a life after paid work ends.
Estate Planning matters no matter what stage of life you are in. Together we can decide how to manage your assets in the event of death or an emergency.