Practice Snapshot
How I Help:
Budgets
Who I Help:
- Families
- Individuals
- Business Owners
- Professionals
About Me:
I focus my practice on the financial planning, estate planning and budgeting needs of families, individuals, business owners and professionals.
Prior to joining Charter Oak, I worked as a financial services professional for MassMutual Albany for eight years and as a financial consultant for another financial services company for six years.
I grew up in the Midwest and came to the Capital District to further my education and play Division II baseball at The College of Saint Rose. I graduated in 2004 with a degree in finance with a focus in personal finance. In my spare time, I am the consummate outdoorsman who enjoys fishing and boating, and spending time with my family at our camp.
I reside in Round Lake, NY with my wife and our three sons.
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.
