Practice Snapshot
How I Help:
Business Succession Planning
Who I Help:
- Pre-Retirees
- Retirees
- Families with Special Needs
- Business Owners
About Me:
My in-house planning team and I assist pre-retirees, retirees and business owners with their financial planning; insurance, investment and wealth solutions; and business succession planning. I also work with families of children with special needs, my commitment to which led me to earn my Special Care Planner designation to better understand the unique financial considerations they encounter.
Prior to joining Charter Oak, I was a longtime advisor with MetLife. I am an active member of King of Kings Lutheran Church in Clifton Park, New York, currently serving its youth program and previously having served as the Building and Grounds Chairman, Evangelism Chairman and President of the Church Council.
Outside of my work and community commitments, I can be found playing golf or getting my hands dirty with projects around the house. My wife and I live in Charlton, New York with our pet rabbits, Captain Jack and Susie Q.
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.
