Focus: Insurance Strategies, Investment Strategies
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs. I desire to enable people to be in a sound financial position which gives them choices and opportunities that they will not have without proper planning.
I obtained my Bachelor of Science in Management from SUNY Geneseo and my MBA from Saint John Fisher College. Today I reside in the city of Rochester with my rescue dog Mr. Cid. I enjoy traveling, cooking, outdoor adventure and spending time with family.
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700 Bausch & Lomb Place
Rochester, NY 14604-2700