About Us

With over nineteen years of experience in financial services, I am dedicated to helping individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance. My extensive experience through major shifts in the markets enables me to help my clients structure balanced portfolios to address their specific financial goals.

I began my financial services career as a Financial Consultant with A.G. Edwards and Sons in 1997. A.G. Edwards is a predecessor firm of Wells Fargo Advisors (formerly Wachovia Securities). I have served western New York investors for 20 years of my 22 year career and look forward to helping them meet their financial goals for many years to come.

I have earned a Bachelors Science degree in Economics from The State University of New York College at Buffalo.

Committed to helping my community prosper, I am active with the Orchard Park Chamber of Commerce, The American Legion, Orchard Park Recreation Department, and Orchard Park Republican Committee. Away from the office, I also enjoy cycling, running, camping, hiking, skiing and traveling. My wife Wendy and I reside in Orchard Park N.Y. with our three children.

Making sure your wealth continues to work in support of the goals you have established takes careful planning. Such planning is not a single event - it is a process. As your life circumstances change, so must the investment strategies I use to stay on course toward meeting your objectives. That is why I work with you, one on one, to design investment strategies targeted to your specific needs and goals.