As Graduate of St. John Fisher College, I am also a CERTIFIED FINANCIAL PLANNER™ practitioner. I am registered with Cambridge Investment Research, Inc., which is a Member of FINRA/SIPC. Additionally, I am licensed with the New York State Insurance Department, a Notary Public for the State of New York and registered and approved for Securities and Advisory business in the state of Nevada.
I have developed extensive experience in the area of financial planning with an emphasis on retirement planning. I focus on the retirement planning needs of my clients, especially during the distribution phases of their lives.
I have two beautiful girls and I enjoy spending most of my free time with them. I enjoy running, biking, golfing and any other outdoor activities.