32 YEARS OF EXPERIENCE

This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

I enjoy golf, fishing, and traveling with my family. My wife Colleen and I enjoy trips to visit our son Nick in Nashville and watch our son Ryan play college hockey at SUNY Brockport.

I am devoted and passionate about spending time with my clients and friends to share our interests beyond our financial relationship.

Areas of focus

• Retirement Income/Planning Strategies
• Investments
• Insurance
• Wealth Preservation Strategies
• Estate Planning Strategies
• Intergenerational Planning
• Divorce Financial Planning
• Cash Flow Management Strategies

Qualifications

• CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
• CTFA - CERTIFIED TRUST AND FINANCIAL ADVISOR

Education

• BA, Economics. SUNY at Oswego 1982-1986