1. 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.
2. 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 offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
   1. Retirement analysis and programs
3. • Estate strategies
   • Employee benefit and retention services
   • Business continuation strategies
   2. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.
   3. I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will assist you as you:
   • Define your personal financial goals
   • Develop a financial strategy that can help you achieve these goals
   • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
   • Implement your strategy with products and services that help meet your needs.
   4. I am committed to building 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.
   5. 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
   6. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional.

Education

Canisius MBA (2018-2020)
SUNY Brockport (2014-2018)

Hobbies

Fitness
Softball
Hockey
Reading
Snowboarding

Affiliations & Memberships

FINRA
TRAU

Community Involvement

Miracle League Softball
Alzeimher's Association
FeedMore WNY
Mission 22
PUNT Foundation
Kaely's Kindess
Zach Liberatore Foundation