I help people organize and understand their current financial situation by partnering together through time to help them stay on track toward their short- and long-term financial goals. Some of those example goals include: managing debt, saving for retirement or other important milestones, and finally, protecting assets that they've worked hard for.

I pride myself on my process to partner with clients and lay out all options available to them, helping them decide what's best for their needs.

I grew up outside Rochester, NY and attended Penn State University for both my undergraduate and graduate experience. My career began working for a Fortune 500 company outside of Binghamton, NY, supporting our country's defense. I relocated to Niskayuna in 2009 to support a U.S. Navy contractor in the area. While I took great pride in supporting our military, I found I'm most excited when I work with people one on one.

Outside of my professional life, I serve on the board for the Ballston Lake Improvement Association. I enjoy spending time with my wife, Christine, and our growing family. We enjoy getting out on the water in the summertime and skiing in the winter!

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Intergenerational Planning
  • Business Retirement Plans

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Running
  • Skiing
  • Traveling

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More