Practice Snapshot
How I Help:
Business Succession Planning
Financial Planning
Insurance Strategies
Investment Strategies
Special Needs Planning
Wealth Solutions
Who I Help:
- Pre-Retirees
- Retirees
- Families with Special Needs
- Business Owners
About Me:
I am the Founder and Lead Financial Planner at FinancialWise®, where I help pre-retirees, retirees, and business owners navigate financial planning, wealth management, and business succession strategies. I began my career in 1989 with MetLife and have remained committed to providing personalized guidance that helps clients pursue long-term financial confidence and clarity.
To better serve my clients, I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC®), and Life Underwriting Training Council Fellow (LUTCF) designations. I also serve as a SpecialCare™ Planner, specializing in helping families with children who have special needs address the unique financial considerations they face. My personal experience with multiple family members with special needs allows me to bring both professional knowledge and genuine compassion to this important work.
Outside of my professional life, I am an active member of King of Kings Lutheran Church in Clifton Park, New York, where I serve in the teen program and as an Elder. In my free time, I enjoy golfing, snowmobiling, and home improvement projects. My wife, Bonnie, and I live in Charlton, New York, with our beloved pet rabbits, Rusty, Basil, and Susie Q.
CRN202905-11117050
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.
