What do you like about being a financial services provider?
I enjoy learning about my clients’ unique circumstances and goals and providing them with personal financial planning solutions tailored to their goals. I take the initiative to understand the latest trends and issues that may impact your portfolio.
What community organizations do support or belong to?
I am a lifetime resident of Grand Island and have supported several organizations over the years including Gliding Stars of WNY, Miracle League of WNY and UNYTS – Donate Life.
Can you give us a glimpse of your personal life?
I was born and raised in Grand Island. My wife Roxanne and I, along with our daughter Olivia, enjoy staying active with our friends and family playing tennis and golf. We are members of the Village Glen Tennis Club and River Oaks Golf Club.
What are your goals for your clients?
I want my clients to be confident and secure knowing they have a team of dedicated professionals working in their best interest. Our fee only approach and no compensation from product sales avoids conflicts that may arise.
What experience and credentials do you have?
I have been in the financial services industry since 1993. I have held senior positions with some of the largest and well know financial institutions. I am a 1992 graduate of Buffalo State College with a B.S. in economics and finance, and currently hold a series 65 license.