As a Managing Director - Investment Officer, I help manage assets for individuals, trusts, retirement plans, charitable organizations and businesses. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals. My mission is to provide objective and timely financial advice and guidance — with the highest level of professional service — in building and preserving wealth for my clients.

I started my career at UBS Financial Services as a Financial Advisor and worked there 6 years before joining Wells Fargo Advisors. I hold two bachelor's degrees and a minor from the State University of New York at Buffalo. The two bachelor degrees are a B.S. in Business Administration with a concentration in International Business and a B.A. in Social Sciences with a concentration in International Studies with a minor in Chinese.  With an emphasis on continuing education, I have also earned the CERTIFIED FINANCIAL PLANNER® practitioner certification from the College for Financial Planning. For this certification, I had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements.

I strive to help each one of my clients plan for a financial future in a way that best meets his or her goals. Active in the local community, I participate in many civic and community organizations, including Cystic Fibrosis Foundation of WNY, Habitat for Humanity, American Lung Association and the American Diabetes Association. My wife Casey and I live in the Village of East Aurora, NY.

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Insurance licensed in the following states: CA (Lic. # 0K74354) Resident State NY

As a Managing Director - Investment Officer, I am dedicated to helping my clients meet their financial needs. Whether you are planning your retirement, analyzing retirement plan options for your business, in need of an insurance policy review or looking to preserve your wealth, I can help.

Before entering the financial services industry, I served in both the U.S. Army Corp of Engineers and the U.S. Army Infantry. I graduated from the State University of New York at Buffalo where I earned a B.S. in Business Administration with a concentration in Finance as well as Ball State University with a Master of Business Administration. I have also earned the Chartered Retirement Planning Counselor^SM(CRPC^®) certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning.

I started my career in 2009 at UBS Financial Services where I worked closely with clients and helped guide them through the challenges and opportunities the volatile market conditions presented at that time. Now a Financial Advisor with the Williamsville, NY office of Wells Fargo Advisors, I take pride in working for a firm that puts you first. Wells Fargo Advisors provides a platform that allows me to grow my business in a client focused instead of product focused manner. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals.

I look forward to extending my services to you and your family. Together, we can discuss financial strategies designed to fit your unique situation.
Insurance licensed in the following states: CA (Lic. # 0K74892) Resident State NY