Are you a business owner looking for short- and long-term financial advice? Me and my many colleagues can help you during all stages of your business, from startup through retirement. Message me today to have a conversation.

So great to see my brother and his family this past weekend. I felt that I needed to change up my routine a little and drive to visit my niece and nephew. As always, Jenna and Andrew (brother) were amazing hosts. We went to Sophia and Ethan’s soccer games and just spent quality time together. Nothing crazy. So grateful for a low key, relaxing weekend in Maryland.

Is the business you’re running successful and well positioned for the future? Contact me for tips and resources to help achieve your goals.

Hoping your Rosh Hashanah is filled with reflection, joy, and new beginnings!

See how life insurance fits into your wealth planning and it may cost less than you anticipate. Let’s discuss plan options, or evaluate your current coverage, to help protect your assets and your loved ones.

Had a great time volunteering with colleagues at Helping Hounds dog shelter in North Syracuse! The best part was when we arrived they said "you will be starting with the puppies". All I needed to hear!