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.
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 designed to meet their current, and more importantly, future needs.
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in advisory services, retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
University at Buffalo School of Management (2011-2013)
Motorcycles, Snowboarding, Foodie, Shooting Sports, Music, Buffalo Bills
Founding Board Finance Chair for Buffalo Creek Academy Charter School
Check the background of this investment professional on FINRA's BrokerCheck