Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, College Funding Strategies, Business Succession Planning, Estate Planning, Risk Management Strategies
Early in my professional career I realized that the things that motivate me most are helping others and watching individuals reach new heights and achieve all of their dreams. My high-energy, passion, drive, and strong vision for the financial services industry have given me an award-winning career that has spanned more than 22 years.
Today, as Managing Sales Director of Financial Partners of Upstate NY, I continue to focus on building an organization that provides every advisor with the tools and the support they need to take their career to the next level. I help lead a firm where advisors can enter feeling motivated and supported, with access to specialists and resources to help them with every aspect of their business, all while utilizing a comprehensive planning approach.
Being part of the Financial Partners of Upstate NY team means that you are given the opportunity to utilize an open-architecture platform, maintain ownership of your book of business, have access to some of the most advanced technological tools in the marketplace today, obtain Independent-like payouts, all without the expenses customary in a supported financial services model. The tools and the support that every advisor needs are finally all under one roof.
I am always looking to recruit motivated top professionals who are in the growth phase of their career and looking to maximize their potential, advisors thinking about creating and implementing their succession plan or high quality career-changers looking for a new start in an amazing and exciting career.
I am licensed to sell insurance in NY, VA, UT and FL and securities in NY, VA, UT, CA and FL. I am a registered representative of and offer securities, investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). 400 Meridian Centre, Suite 101, Rochester, NY 14618. (585) 241.5200.
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400 Meridian Centre Boulevard, Suite 101
Rochester, NY 14618-3989