Retirememt Income Specialist.

Everyone's economic and life situation is unique.  Recognizing and keeping that forefront in my mind is paramount and a major cornerstone for effective financial planning.  Further, I understand my clients are constantly moving through different stages of their lives; whether purchasing a first home, financing a child's post-secondary education or getting ready for that long awaited and well deserved retirement.  My belief is that a sound financial road map addressing these issues must reflect your particular personal and business situation.  We will work as a team to bring to the table financial recommendations that are best qualified for you and your family to acheieve your financial objectives.

Whether it is a simple mutual fund allocation or a full blown, custom-tailored financial plan, we will continue working together in reveiw of your stated aims, and ensure you are comfortable everything is moving forward according to plan.

Understanding a client's wants, needs, goals and objectives requires "team effort" communication.  This will be your key to ongoing peace of mind and financial success.

Memberships & Affiliations- (Past & Present)

• FINRA (Federal Industry National Regulatory Association)
• Right Coast Association
• Make-A-Wish Foundation
• Syracuse Updowntowners
• Brewerton Historical Association
• Onondaga Historical Association
• Liverpool Elks Lodge 2348
• Oswego Elks
• Oswego Rotary
• Oneida Lake Kiwanis
• Greater Oneida Lake Chamber of Commerce
• Syracuse Chamber of Commerce
• Past Chief and Life Membership Brewerton Fire Dept
• Real Estate Investors of CNY
• Greater Syracuse Board of Realtors
• Oswego County Board of Realtors Association