Practice Snapshot
How I Help:
Insurance Strategies
Who I Help:
- Individuals
- Families
- Business Owners
About Me:
My financial services career began in 1994. Since then, I have grown my practice to serve individuals, families and business owners to help improve their “fiscal fitness” and to help them reach their goals. My work with my clients has earned me a lifetime membership to Million Dollar Roundtable, a designation recognizing advisors meeting the highest standards of ethics, knowledge, and service.
Outside of the office, I am an active member of the Greater Capital District community, serving on the board of the American Cancer Society, and having previously served as a board member and past president of the Alzheimer’s Association of NENY. My hobbies include traveling, cooking and English Premier League soccer. I am also proud to admit that I am a New York Knicks fan.
I reside in Clifton Park, New York with my wife, who also happens to be my most valuable employee.
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.
