Practice Snapshot
How I Help:
Special Care Planning
Who I Help:
- Families with Special Needs
About Me:
I focus my practice on special care planning with families who have children or young adults with special needs.
Prior to joining Charter Oak, I worked as an agent for Berkshire Life Insurance Co.
Outside of the office, I am involved with the Special Olympics organization of New York as a coach for both softball and golf. In my spare time I enjoy reading a good book, playing a round of golf or traveling around the globe. I am the proud father of three grown children and live in Niskayuna, New York with my wife, Terry.
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.