Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I received my undergraduate degree in English and Education from Siena College in Loudonville, NY. After entering the financial services industry in 2007, I decided to broaden the ways in which I can serve my clients by entering the MBA/CFP program at The College of St. Rose in Albany, NY. Following my completion of the program, I fulfilled the necessary examination and work experience requirements set forth by the Certified Financial Planner Board of Standards and was granted my Certified Financial Planner® designation.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies