I’ve spent almost 2 decades working as a financial advisor, first at Morgan Stanley and now as an independent fiduciary advisor.  The transition from a large corporate firm to the independent side of our business was a scary one, but one I will never regret.  The freedom to advise clients without bias from a corporate structure has been both liberating and extremely rewarding.  My favorite part of the job is the relationships that are built over time and being able to help individuals and families find peace of mind in their financial lives.

Even though the markets can be volatile at times, investments are often the simplest part of this career.  The more complicated part is helping people navigate complicated family issues, preparing for the unknown, and helping them find comfort in the legacy they will someday leave behind.  I often tell my wife, Debbie, that going to work for me is like waking up on your birthday morning as a kid….it is exciting, and you never know what you’re going to get!

In addition to working with individual clients and families, I enjoy working with our business and non-profit clients.  It is amazing to learn about so many different organizations and the work they do to make the world a better place.

When I’m not working with clients, I enjoy watching sports, outdoor activities, listening to podcasts, and spending time with my family.  Having memorable and fun experiences with the family has always been a priority of mine.  With 4 teenage kids, 1 old dog, and 1 young dog, it doesn’t take long for Debbie and me to have a memorable and (usually) fun experience!

For over 35 years, I’ve helped a multitude of individuals and families with their investment and insurance needs. On the business side, I have experience helping companies design competitive qualified retirement plans for their employees.

My specialties include independent, fee-based investment management, full-service 401k solutions and insurance products such as life, disability and long-term care. From insurance policies to portfolio design and structure, I analyze every aspect of a client’s life — personal and professional — before advising them on any financial decision.

I’ve experienced a lot since starting my practice in 1981. Earning my CERTIFIED FINANCIAL PLANNER^TM (CFP®) certification was a very positive turning point in my career. It allowed me to broaden my services and knowledge base. Similarly, I was able to get more involved in my profession, such as becoming a board member of the Financial Planning Association (FPA) of Central New York where I served as the president and other various positions. To become an even better resource for my clients, shortly after becoming a CERTIFIED FINANCIAL PLANNER^TM, I obtained my Accredited Investment Fiduciary designation (AIF®).

I've had the privilege of serving clients since I graduated from Le Moyne College in 2008. When I first started out and became Life, Accident & Health (LAH) licensed, it made me appreciate helping others gain financial stability and peace of mind. That translated to jumping into the advisory world and furthering my retirement plan knowledge with the Certified Plan Fiduciary Advisor (CPFA®) accreditation. I differentiated myself by adding America's Health Insurance Plans (AHIP) license, which allows me to broker your Medicare needs. I take great pride in sticking to my core values and doing what is always in my client's best interest.

A little bit about me...I am a life-long Atlanta Braves fan, your 2021 World Series champs! Jennifer and I enjoy spending family time and watching Charlie and McKinley grow by the day with their love and excitement of new adventures. Strong Museum, countless playgrounds, anything sports or outside are always fun. I value being a parishioner, full-time usher and Knight of Columbus at St. John of Rochester. Giving back and doing my small part in the community is important to me. I come from an incredible family of eight and am the oldest of two kind and beautiful sisters and three good-humored, taller brothers.

I appreciate your time and would be happy to discuss how my value add could help you!