Focus: Insurance Strategies, Retirement Income Planning, Financial Education, College Funding Strategies, Student Loan Refinancing, Business Succession Planning, Group Benefits
I am dedicated to making a difference in people’s lives.
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 assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
700 Bausch & Lomb Place
Rochester, NY 14604-2700