Wealth Management Group

65 Bryant Woods
South Amherst, NY 14228

Professional Story

As a Wealth Management Group Representative, I am dedicated to providing you with complete financial solutions, specifically focused on individuals, families and business owners to help them achieve financial security and freedom.

I work with a team of specialists to provide you with complete financial resources, and together we will create an integrated and customized solution to help fulfil all your financial needs.

I want you to benefit from my commitment, expertise and personal focus. My ultimate goal is to enrich the quality of your life by helping you not only achieve your financial goals, but protect your income, your family and your legacy at every stage of your life. 

Qualifications and Personal Information

Over 23 years of experience in the financial industry

Licensed to offer Life & Health Insurance in NY

Registered to offer securities products in NY

Member of NAIFA-Buffalo and Eastern Hills Sunrise Rotary

Bachelor of Science in Accounting from St. John’s University

Resident of Clarence Center, NY

Wife: Cindy, father to Reed and Sean

Hobbies include boating and reading

 

Education

Niagara University Undergrad (2018-2020), Niagara University Graduate (2020-2022)

Hobbies

Golf, bowling, hockey


Languages: English


Specialties:Insurance Strategies, Investment Strategies, Retirement Strategies, Retirement Income Planning, College Funding Strategies, Risk Management Strategies, Estate Planning, Student Loan Refinancing, Business Owners, Military, Charitable Giving


Check the background of this investment professional on FINRA's BrokerCheck