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.
In addition to working with Vision, I am the founder of Tessera Wealth Management based here in the Flour City.
I live in Rochester with my wife Sissy. When not working, we enjoy cooking, golf, traveling and spending time with friends and family. I am also a St. Bonaventure Graduate, and we are fierce Bona Basketball fans.
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I am licensed to sell insurance in NY, RI, PA, FL, SC, NC, AL, GA, TX, MD, VA,
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 300 Corporate Parkway, Suite 216N. Amherst, NY 14226. (716) 852-1321