Financial Advisor | Investment Advisor Representative
Knowledge is the key to a successful financial future. 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.
Financial service representative since 1991, enjoying golf and cycling and charity events supporting the walk to end Alzheimer’s and the ALS foundation
I am licensed to sell insurance in: NY, PA, FL.
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC. OSJ: 125 East Jefferson St., Ste 800, Syracuse, NY 13202. Phone: (315) 449-3000.