Who I Am
I grew up in small town upstate NY in a family of blue-collar business owners. After serving with distinction in the military, I retired and began looking for a business that not only could I build but where I felt I was making a difference in people’s lives. Eventually, I stumbled upon the financial industry and fell in love with it. Realizing the impact I was beginning to have on people’s lives by helping alleviate the stress that some were experiencing due to poor or uninformed financial decisions, my ‘job’ became my passion.
Specialization
I work with businesses and families in a wholistic manner, looking at their entire picture, taking a snapshot of where they are now and where they would like to be; providing proven solutions rooted in flexibility and diversification.
My Commitment
One of my core beliefs is that everyone deserves a true and workable financial education and strategy, no matter where they are on the wealth spectrum.
Favorite Books, Mottos, Quotes
All-In Podcast
Other Info
State: New York (NY)
Date Joined: 10/3/2023
