Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring a client’s progress through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.
I focus on comprehensive planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection and management, retirement planning strategies, estate planning strategies, college planning strategies and group benefits.
Growing up active in athletics, I believe in the importance of continued personal and professional growth. Since I began my financial career, I have obtained the CERTIFIED FINANICAL PLANNER™ professional CFP® designation and strive to continue to expand my certifications for the benefit of the services I provide to my clients.
I grew up locally in Ballston Lake, NY. My wife, Jamie, and I currently reside in Clifton Park, NY with our daughter, Cameron, and son, Matthew. I volunteer my time with local non-profit and youth organizations throughout the Capital Region. In my free time, I enjoy fishing, golfing and spending time with my family.
Fun Facts:
Played professional baseball for the Chicago Cubs Organization.
Love to fish.
Born in Oklahoma City.