"Financial Strategies for Quality of Life"

 Welcome to my website!

Our Mission

Focused attention,service and commitment to my clients has afforded me the opportunity to help individuals and families build their financial futures. Since entering the financial services industry in 1996, I have established long term relationships built on trust, integrity and honesty. Adhering to these principals has allowed me to work mainly on a referral basis, and provide my clients the level of service and professional advice they deserve.

Our Approach

Our first step in creating a sound financial plan starts with the question "What is important to you in life?"  My job as your financial professionial is to work with you to facilitate a plan to achieve your goals. Some common goals I've helped my clients with include:

• Planning for a comfortable transition from  working life to retirement.
• Provide education funding for children or grandchildren.
• Protecting  life savings from assisted living costs and minimize estate taxes.
• Creating proper asset allocation based on  risk tolerance. 
• Business Planning such as 401k's,Simple IRA's, Defined Benefit Plans,Buy-Sell Agreements.

As life occurrences arise, needs and goals are likely to change. Therefore, monitoring my clients plan and strategies through annual reviews and consistent service is the most important piece to achieving their financial future. I take pride in building relationships with my clients both professionally and personally.

Maintaining a strong sense of community and solid professional foundation are also very important to me. My community activities and professional affiliations include:

• Executive Board Member Capital District YMCA
• Vice Chair Guilderland YMCA Board of Directors
• Awarded title of Retirement Planning Specialist based upon successful receipt of a Certificate in Retirement Planning from Wharton School of Business.
• Member of Christ the King Parish
• Member of Financial Planning Association
• Sterling Group of AXA Advisors
• Million Dollar Round Table
• FINRA Securities Registrations Series 7, 63, 65, 24
• Completion of  CFP curriculum in 2008

My wife Lisa and I live in Guilderland , New York with our twin daughters Olivia and Alexis.

Thank You for visiting my site and I would welcome the opportunity to help you build your financial future. Send me an e-mail, give me a call , or register for a no obligation meeting here on my web site.