I am an Indiana native who started in the investment and financial services industry in 2004 with Wachovia. There, I concentrated on helping small business owners in Chicago’s Lincoln Park community with retirement planning and investment portfolio management. Upon moving to Rochester in 2007, I shifted focus to providing comprehensive financial planning, wealth management, retirement income and distribution planning advice to educators.
I truly enjoy working with my clients in helping to ease their financial concerns so that they can focus on what’s most important to them in life. I am approachable and pay close attention to detail in developing solutions to provide professional service my clients can depend on.
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 reside in Webster, NY with my wife, Shelly, and our children – Jack, Nick and Tessa. I am a die-hard fan of the Chicago Bears, Chicago Cubs, Chicago Bulls and, more recently, any Penfield Little League Team with one of my kids on the roster. When not working or taking in a sporting event, I enjoy playing golf and reading.
