Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, Retirement Income Planning, Group Benefits, Estate Planning, Risk Management Strategies, Financial Education, College Funding Strategies
Languages: English, Spanish
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. I am committed to building long-term relationships with my clients, and helping them reach their goals is my number one priority. I pride myself in getting to know each client so that I can understand their individual needs.
University at Buffalo (2002 - 2006)
Working with Buddies Second Chance Dog Rescue
Check the background of this investment professional on FINRA’s BrokerCheck
6500 Sheridan Drive Suite 300
Williamsville, NY 14221