As a co-founder of Ascent Wealth Partners, I have nearly three decades of varied financial advisory experience to offer our clients.
Prior to establishing Ascent, I spent seven years as Managing Director at a regional RIA providing investment and financial advice to high net worth clients, closely held corporations, and not-for-profit organizations.
My previous experience includes advising business owners and affluent individuals in the areas of income and estate tax, financial planning, succession planning, and mergers and acquisitions during my tenure at “Big Six” national accounting firms, KPMG and Arthur Andersen, and in the Investment Banking Group at KeyCorp.
In addition to being a registered CPA, I have a BA in Economics from Hamilton College, and a Master of Science in Professional Accounting from the University of Hartford.
A native of Rome, with deep roots in central NY, I have lived in Saratoga Springs for over 25 years with my wife Michelle and our three children. I have always been active in the community coaching youth hockey and baseball, serving on numerous Boards including the Town of Wilton Water Authority, Transition Services Association, Inc., and Saratoga Youth Hockey, as well as being a member in the Legacy Council of the Saratoga Hospital Foundation.
“We sleep well at night knowing that we’ve put our clients first with quality investments and a comprehensive approach to financial planning.”