As an independent financial advisor with over 30 years of experience, I am proud to offer comprehensive financial planning services to individuals and businesses in our community. My focus is on helping clients identify and prioritize their financial goals and offering guidance and strategies specific to their individual needs. I specialize in wealth accumulation and preservation, retirement planning, and estate distribution. I also design and implement 401(k) and other qualified retirement plans for businesses in New York's Capital Region.
My experience has taught me the importance of both a wide variety of financial products and services, as well as extensive training and support for practice growth and guidance. That's why I co-founded Empire Financial Advisors - to give advisors the best of both worlds. I am proud to offer an exceptional independent platform to the financial advisors who represent Empire Financial Advisors.
I am a member of the Million Dollar Round Table, an organization of the world's leading financial service and insurance professionals. I am also a member of the Financial Planning Association and its local chapter, the FPA of Northeastern NY. I earned my CFP® designation from the CFP Board of Standards in 1996 and earned my CLU® (Chartered Life Underwriter, the designation of insurance expertise) and ChFC® (Chartered Financial Consultant) through The American College.
I earned my bachelor's degree in industrial and labor relations at the State University of New York at Potsdam. In addition to my work as an independent financial advisor, I am a current member and past president of the Delmar Rotary and a current board member of the Delmar Rotary Foundation. I also serve as president of Gift of Life, a non-profit organization that sponsors children from third-world countries with congenital heart defects for life-saving surgeries at Albany Medical Center.