Financial Services Professional
I am dedicated to making a difference in people’s lives. I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services.
Born and raised in Western New York, I attended St. Francis High School in Buffalo and St. John Fisher College in Rochester. I am an avid outdoorsman – I love hiking, skiing, fishing, kayaking, camping and exploring. I also spend time volunteering for various organizations and events.
I am registered to sell insurance in: NY, FL, CA. CA license number 4173173. Domiciled in NY.