Knowledge is the key to a successful financial future. 

I provide a financial needs analysis, utilizing my background, experience and commitment to providing you with the resources you need to make financial decisions and help make your financial future as successful as you need it to be. With a financial needs analysis, I can present your current financial situation and help you: identify financial goals and concerns, illustration what is being done to reach your goals and deal with concerns, identify gaps and if present, offer solutions to help fill them. I pride myself on 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 to meet their current, and more importantly, future needs. I am prepared to assist clients with the financial plans and help them meet their long term and short-term goals. I work closely with my clients and assist them on: 

• Retirement analysis, retirement programs and income distribution strategies
• Estate strategies
• Trust Services
• Risk Mitigation
• Education and Child Savings Planning
• Expert portfolio analysis
• Non-Captive Customized Portfolio Management
• Tax Strategies
• Wealth Transfers

I am committed to build long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience and world-class tools, I help build financial freedom for my clients.

I care deeply about my community and strongly believe in helping with the Special Olympics, volunteering in soup kitchens and donating to Strong Golisano Children’s Hospital. When I am not meeting with clients and potential prospects, you can find me furthering my education and continuing to follow financial trends, tax law changes and other economic factors. My free time is spent with my family, including two young children in a wonderful neighborhood in Fairport, N.Y.

I am licensed to sell insurance in New York State, Insurance License Number LA-1463218. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org) Supervisory Address: 300 Corporate Parkway, Suite 216N, Amherst, NY 14226, Phone: 716-852-1321