For over 25 years, through vastly different market conditions and cycles, I have counseled my clients and endeavored to grow their assets. For almost 20 of those years, I have held the prestigious CERTIFIED FINANCIAL PLANNER® certification.

My investment philosophy sets out to achieve returns conveniently and prudently using a conservative, well defined and disciplined methodology. My advice is personalized to each individual, and I create custom portfolios that reflect each of his or hers needs and comfort level. Whether the client is focused on building their wealth, transitioning to retirement or receiving monthly income, I strive to help them in the same convenient and responsible manner.

I make every effort to be personally available to clarify, demystify and explain the complexities of the financial world, offer meaningful advice, and to be sure we are consistently on the right track together.

CA Insurance License #4183424. 

Resident State NY.

I believe that building relationships with my clients while making sure I understand their financial needs and goals is crucial to effective wealth management. Successful individuals, professionals and business owners turn to me to provide targeted and comprehensive financial advice in conjunction with their portfolio management.

With a background in emergency medicine, I have the opportunity to benefit society in dual roles. I work per diem as a paramedic, providing advanced life support to individuals in emergency settings. Blending the medical and financial fields enables me to uniquely understand and provide for the needs of the medical community and high-net-worth individuals.

As a Client Associate, I actively communicate with clients and advisors to help meet their needs effectively. I began my professional journey as an intern with Wells Fargo Advisors Financial Network during my college years, where I developed a profound appreciation for the collaborative efforts involved in client service. I hold a Bachelor’s degree in Business Administration with a concentration in Marketing from the State University of New York at Fredonia. During my time at Fredonia, I also interned with a local humane society focusing on marketing strategies. Additionally, I was an active member of the college lacrosse team, which taught me valuable lessons in teamwork. Since graduating, I have been dedicated to leveraging these skills and working alongside a distinguished team to address each client’s unique needs.