As a Certified Financial Planner (CFP®), I’m responsible for assisting in many facets of financial planning, such as retirement planning, investment planning, estate planning, insurance planning and tax planning. I perform back office operations and client service support for the firm's clients as well. I’m a NYS licensed insurance agent too.

 

My prior experience includes positions at The Ayco Company L.P., a Goldman Sachs company, and later Strategic Financial Services.

 

I received my BS in Finance from Siena College.

My wife and I reside in Saratoga Springs, NY. She is a third grade teacher at a local elementary school. I enjoy golfing, cycling, and spending quality time at Lake Sunapee, NH. I serve at Treasurer on the Board of Directors for a local not-for-profit, The Hawley Foundation.