Focused on Clarity – Communication – Confidence
My formula for helping families and businesses in their journey toward financial freedom
Pursuing Excellence
I kept an active interest in investing while building toward my future. After earning both a bachelor’s and master’s degree from Syracuse University, I realized I was always going to have to work the schedule my employer dictated, and I had limited income potential. I later desired freedom in my schedule and wanted to follow my entrepreneurial spirit. That’s when I began to consider becoming a financial advisor.
Now, as an experienced financial advisor, I attribute my success to putting my clients’ needs and goals at the center of my practice. I treat my clients’ money as I would treat my own – I can be as conservative or aggressive as necessary and appropriate to their situation and risk tolerance, and I put myself in their position to help them make the best decisions possible.
Now, as an experienced financial advisor, I attribute my success to putting my clients’ needs and goals at the center of my practice. I treat my clients’ money as I would treat my own – I can be as conservative or aggressive as necessary and appropriate to their situation and risk tolerance, and I put myself in their position to help them make the best decisions possible.
My Approach
I value honesty and effort, and these values build the trust I seek to maintain with my clients. I am committed to open and transparent communication, especially when it comes to any fees associated with my services, and schedule periodic reviews with each client appropriately. My solid reputation and integrity are my calling cards. I am available to my clients at any time. I provide my cell phone number so they can call if they need to – even on the weekends. If I don’t answer, I will return the call as soon as possible.
Reach Out
Maintaining a High Standard
I participate in annual continuing education as part of maintaining the Accredited Investment Fiduciary® designation.
Enjoying family
My close-knit family includes my wife, Caroline, and two teenage sons – they are my joy. We all enjoy attending sporting events together, and I can’t help but beam when recalling when we met well-known athletes or coaching my boys in baseball.
Serving Others
After coaching my sons’ baseball teams, I continued volunteering with youth sports as an assistant coach for a winter workout program. I enjoy teaching the young athletes to be good sports, to enhance their skills, and to have fun. I also serve as board manager for a condominium and the HOA, advocating for residents and seeking answers to their questions.