Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Estate Planning, Risk Management Strategies, Business Succession Planning, Group Benefits, College Funding Strategies, Charitable Giving
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
- Co-Founder / Vice President since 2011 of JLC Foundation, Inc.
I’m a resident of Jamesville, NY and enjoy spending my free time with my family, friends and two Labrador Retrievers.
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308 Maltbie Street, Suite 101
Syracuse, NY 13204