Native of Canajoharie, NY and graduate of SUNY Polytechnic Institute. With 18 years of experience in the financial services industry, I specialize in comprehensive financial planning for families and business owners. I help clients navigate the complexities of financial planning and address key retirement questions through a tailored process.
My expertise encompasses all facets of wealth management, including essential strategies for Social Security, Medicare, Estate planning, and Business succession planning. Additionally, I am well-versed in insurance solutions including life, long-term care, disability insurance, and group benefits.
I live in the Mohawk Valley with my wife, Amy, our twin daughters, Charlotte and Maycie, and our five pets. In my free time, I enjoy family vacations, and outdoor activities such as landscaping, hunting, and golfing.