Preparing for the next step in life isn’t always easy. I am dedicated to making a difference in people’s lives. My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. 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.
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
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 provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.
I offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Retirement income solutions
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I assist clients and help them meet their long-term financial goals. I work closely with my clients and can also work with you to:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your needs
- Implement your strategy with products and services that help meet your needs.
I am licensed to sell insurance in: NY
Bachelors of Finance from Canisius College
Affiliations & Memberships
St. Francis High School Alumni Board
Big Brothers Big Sisters of Erie, Niagara and the Southern Tier
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Business Succession Planning
- Financial Education
Check the background of this investment professional on FINRA’s BrokerCheckSee Thomas’s Licenses and Disclosures