Focus: Insurance Strategies, Risk Management Strategies, Retirement Income Planning, College Funding Strategies, Estate Planning
My goal is to assist families and business owners 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.
S.U.N.Y College at Brockport (1985-1988)
Affiliations & Memberships
Member of Greece Chamber of Commerce
Heritage Christian Services
700 Bausch & Lomb Place
Rochester, NY 14604-2700