CLIFTON PARK, NY

5 Maxwell Drive, Suite 100
Clifton Park, NY 12065
518.373.7319

BURLINGTON, VT

126 College Street, Suite 350
Burlington, VT 05401
802.660.8999

(518) 373-7341

Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring a client’s progress through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.

I focus on comprehensive planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection and management, retirement planning strategies, estate planning strategies, college planning strategies and group benefits.

Growing up active in athletics, I believe in the importance of continued personal and professional growth. Since I began my financial career, I have obtained the CERTIFIED FINANICAL PLANNER™ (CFP®) professional designation and strive to continue to expand my certifications for the benefit of the services I provide to my clients.

I grew up locally in Ballston Lake, NY. My wife, Jamie, and I currently reside in Clifton Park, NY with our daughter, Cameron, and son, Matthew. I volunteer my time with local non-profit and youth organizations throughout the Capital Region. In my free time, I enjoy fishing, golfing and spending time with my family.

 

CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

FUN FACTS:

 

  • Played professional baseball for the Chicago Cubs Organization
  • Love to fish
  • Born in Oklahoma City