Practice Snapshot
How I Help:
Business Succession Planning
Who I Help:
- Business Owners
- Families
- Individuals
About Me:
I focus my practice on risk management, wealth management and retirement planning with business owners, families and individuals.
Prior to joining Charter Oak, I was a collegiate baseball player at Siena College where I earned my bachelor’s degree in finance.
Outside of the office, I enjoy spending my time with family and friends, playing a round of golf and watching my favorite sports teams on television.
I live in Troy, New York with my wife Kristen and our daughter.
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.
