I have dedicated my career to helping families pursue their financial goals. From building pre- and post-retirement strategies to helping families with college planning, my focus is on creating customized strategies that work towards the unique needs of each client. I began my career with MassMutual in 1993 and later transitioned to being a solo practitioner in 2006 under the umbrella of Empire Financial Advisors.
I have a deep understanding and experience in the areas of Wealth Management, Retirement & Income Distribution Management, Multi-Generational Planning, Succession & Exit Planning for Business Owners, and College Planning. I believe that it is important to look at the entire family's budget, insurance coverage, taxes, mortgages, debts, and investments when developing a financial plan.
As an independent LPL Registered Representative, I have access to the country's leading investment and insurance managers and products, with complete open architecture so that clients have access to the best fits for their needs.
I am also very active in my community and have coached softball and baseball at all levels, from tee ball to college. I love to ski with my family and was a good golfer until my kids began playing travel softball/baseball. I am a former D3 1st team baseball All-America and have been inducted into the athletic halls of fame of Catholic Central High School, Albany Twilight League, SUNY Brockport, and New York State Baseball HOF.
I am excited to have the opportunity to work with families to help them achieve their financial goals and create a better future for themselves and their loved ones.