Practice Snapshot
How I Help:
Retirement Planning
Who I Help:
- Small Businesses
- Mid-Sized Businesses
About Me:
I focus my practice on the risk and wealth management, and corporate retirement planning needs of small to mid-sized businesses.
Prior to joining Charter Oak, I was an advisor at MetLife. I earned my degree in English and education from Siena College and then went on to earn a master’s degree at The College of Saint Rose. In order to broaden my knowledge base and better serve my clients, I obtained professional designations of Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®).
Outside of the office, I am actively involved with the Boys and Girls Clubs of the Capital Area and Girls on the Run of the Capital Region, sitting on the board of both organizations. I am an avid sports fan and enjoy watching my favorite teams: the Boston Red Sox, Buffalo Bills, Boston Celtics, and various teams from the University of Notre Dame and my alma mater, Siena. In addition, I like coaching youth sports and spending time with my family.
I reside in Latham, NY with my wife and our three children.
A tailored approach
No two people are alike. Our process emphasizes what’s most important to you, and delivers solutions customized to your specific needs and goals.
Unique perspectives
By looking at things a little differently, we’re able to offer (and gain) the insights we feel are necessary to build understanding and trust.
Authentic relationships
Cultivating authentic relationships makes our work possible, not to mention worthwhile. We care, and it shows.
