I help clients with anything and everything that involves a dollar—investment management, financial planning, and client service. If it affects your financial life, it's on my radar.
Why I Do This
I followed in my father's footsteps. I still remember watching CNBC during breakfast when I was nine years old, absorbing the market talk and financial discussions. That early exposure stuck with me, and by the time I graduated from the University of Dayton with a finance degree in 2001, I knew exactly where I was headed.
What keeps me in this profession after more than 20 years? The relationships I build with good people. When you work with me, your well-being becomes my responsibility. That's not just a nice thing to say—it's how I approach every decision, every recommendation, every conversation.
What I Bring to the Table
I've worked in enough different environments to know what matters. I've managed operations for large multi-national firms with branches across Syracuse and Rochester, and I've been a portfolio manager for a local boutique firm. Each experience taught me something valuable about serving clients well.
I specialize in two areas where precision really matters: divorce, financial planning, and tax-sensitive investment management. Divorce brings complicated financial decisions during an emotional time, and I help clients understand their options and protect their futures. On the tax side, I work to ensure your investments are positioned as efficiently as possible—because keeping more of what you earn makes a real difference in reaching your goals.
The Credentials
I've pursued continuous professional development throughout my career because the financial world doesn't stand still. I became a Chartered Financial Analyst® (CFA®) charterholder in 2014, an Enrolled Agent with the IRS in 2018, and a CERTIFIED FINANCIAL PLANNER™ professional in 2021. I hold Series 7 and 66 licenses through LPL Financial and am registered in New York and Florida.
The Personal Side
I'm a Rochester native and now live in Ontario, New York, with my wife and our two sons. This community is home, and I'm invested in the people here—professionally and personally.