I am a Financial Advisor who found success in the financial services industry since 1999. My goal is to provide a hands-on approach while offering personal service strategies to help build, manage, preserve, and transition the wealth of each of my clients and their families. After 19 years of financial services experience, I have learned that the most rewarding part of my career is helping people. I find satisfaction in knowing when I meet with either existing or prospective clients that they will have a better understanding of the financial markets and how to navigate them more successfully.I graduated from Siena College with my Bachelor of Science in Finance in 2001. After graduation, I entered the field as a Client Associate at Morgan Stanley/Smith Barney where I worked my way up to Financial Advisor. I earned my Chartered Retirement Plans SpecialistSM - CRPS® designation from the College for Financial Planning in 2006. I enjoy my time away from the office with my family. I train for and compete in marathons and adventure races. I enjoy spending time on woodworking projects, and I have a love for cooking for my family. My long-term goal outside of work is to travel and see the world with my wife and three children.
Listed skills include Financial Services, Retirement, Asset Allocation, Relationship Management, and 4 others.