Knowledge is the key to a successful financial future. 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, and more importantly, future needs.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.

I was born and raised in the Rochester, NY.  I am married to my wife Sara who is a Special Education Teacher.  When not working, I enjoy spending time with family and friends, watching hockey and football, cooking, and taking care of our dog.