Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
I attended SUNY Fredonia for my degree. My family and I enjoy living in Rochester and are very active in the Rochester community.
Board of Directors: Bayview YMCA
Member: Pen-Web Rotary Club
Co-chair: SUNY Fredonia Alumni – Rochester Chapter
Area(s) of Focus
- Business Owners
- Insurance Strategies
- Investment Strategies