I have been helping people achieve financial security since 1988 and am committed to creating value for my clients by providing personalized financial solutions designed to help protect their assets and create the financial means to fulfill their aspirations for their families and future generations.
PRODUCTS AND SERVICES Financial Profiles Review Investment Analysis Retirement Planning Estate Conservation Analysis* Asset Protection Risk Management Growth Strategies Education Funding Strategies Long Term Care Insurance Pension Transfer/Rollover Pension Payout Alternatives Charitable Giving Strategies*
PROFESSIONAL DESIGNATIONS & COMPANY/ INDUSTRY AWARDS • LUTCF—Life Underwriter’s Training Council Fellow • Leaders Conference Qualifier • Million Dollar Round Table Member
PERSONAL • I reside in Canandaigua, NY with my wife and three children and I am an avid golfer in my spare time. ORGANIZATIONS • Member of the Rochester Association of Insurance and Financial Advisors (RAIFA) • Member of the National Association of Insurance and Financial Advisors (NAIFA) Member of Million Dollar Round Table (MDRT) Duck’s Unlimited
*I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.