www.KickstandWealth.comMy partner and I launched Kickstand Wealth Advisors in June of 2021 where I now serve as Managing Partner. Kickstand is a wealth advisory firm located in Pittsford, New York, with clients nationwide. Our mission is to bring clarity, perspective, and direction to your financial life. I'm passionate about helping families implement a financial plan that gives them peace of mind and financial independence.Prior to starting our own independent firm, I was a Senior Vice President at Merrill Lynch Wealth Management for almost 16 years where we oversaw about $440 billion for 225 families.In 2018 and 2019, I was named to the Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list.*I hold the CERTIFIED FINANCIAL PLANNER™ professional designation which is awarded by the Certified Financial Planner Board of Standards. I have also earned the Chartered Retirement Planning Counselor℠ designation which give me unique expertise in retirement planning such as: Social Security strategies, generating sustainable income from investments, tax strategies, and anything the helps you live a great retirement. My wife Bessie and I have three young children; Clara, Gabriel and Jonah. CFP® and CERTIFIED FINANCIAL PLANNER™Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.Chartered Retirement Planning Counselor℠ and CRPC® are registered service marks of the College for Financial Planning.*Source: Forbes/SHOOK "America's Top Next-Generation Wealth Advisors" list, July 2018. For more information about the selection criteria, go to http://details-he.re/F7Z3tV. Forbes is a trademark of Forbes Media LLC. All rights reserved. These rankings and ratings are not representative nor indicative of any one client's experience, future performance, or investment outcome.