I take a tremendous amount of pride in helping my clients envision and accomplish their goals. Whether these goals pertain to their financial lives or are personal objectives, I take stake in helping my clients grow and improve on many levels. I focus on helping my clients to truly understand why we are doing what we are doing. We find that when we believe in the financial plan, we can focus on executing, and planning the next chapter.
Helping people find advantages and “out of the box” ideas using current tax and financial laws
Helping people that are nervous or anxious about financial planning feel confident and excited after one meeting
Being fortunate enough to have a very high level professional network that my clients can utilize; that includes everything from estate attorneys and tailors to mortgage lenders and experts in A.I.
Having a nickname that ensures that I need to be tough, resilient and always looking to improve (ask me what it is later)
I live in Fairport with my wife and 2 children. We are very active and we compete in leagues for soccer, kickball and pickleball. I also love playing golf and cooking. When I’m not spending time with my family, you will see me supporting Manchester United 24/7.
