I am a dedicated financial advisor that has put together an experienced team of professionals to deeply serve clients by using a client first approach. I help oversee the financial affairs for a select group of individuals, families and businesses not only in WNY but throughout the United States.

What sets me apart is my passion for the complex financial markets and my ability to cultivate deep personal relationships with clients that allow me to best understand and anticipate their complex needs.

Over the last 14 years, I have developed an established process that puts all pieces of the financial puzzle together for my clients to help them navigate through all stages of life. Through this, my team and I:

* Want to understand what's most important to you.
* Will use an established process to build personalized strategies to help you reach your goals.
* Will partner together with you throughout your lifetime to help keep you on track.

Furthermore, we will engage your CPA and attorney into our established process so we all work as a team. By utilizing this comprehensive framework, it leverages everyone's expertise to help our clients make the most informed financial decisions.

My dynamic team consists of Lindsay Andrews, BOA along with an extensive network of experienced investment professionals that I partner with from our firm's St. Louis headquarters to further enhance clients' personalized strategies. As a team, we place a tremendous level of accountability on ourselves to help our clients achieve their financial goals throughout our lifetime partnership.

I'm a limited partner with Edward Jones. I have served as a board member for the WCA Home in Fredonia, NY. Also, I have held several leadership positions within the firm focused on the development of other financial advisors.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • College Savings

Office Information

Office Address

2 Park Place Fredonia, NY 14063

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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