Qualifications
My more than 30 years of experience helping clients reach their goals allows me valuable insight to help others facing similar challenges. Whether transitioning into retirement, selling a business or settling an estate, my objective and professional approach can help ensure a successful outcome.
I completed my college education with a Bachelor of Arts degree in economics from SUNY at Fredonia. My professional licenses include securities as well as life and health insurance and I am certified with the NY State Partnership for Long Term Care.
In 2010 I earned the firm’s internal, professional designation of Accredited Wealth Manager (AWM). By attaining the AWM designation, I have demonstrated advanced knowledge in the areas of business and retirement planning, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies.
In 2013 I completed the Retirement Income Certified Professional (RICP®) designation through American College. This comprehensive program focuses on the critical elements involved in developing and executing an efficient and sustainable retirement income plan, such as retirement portfolio management,
managing depletion risk and social security claiming strategies.
Personal
My personal interests include boating, golf, skiing, horseback riding and biking. I enjoy spending time with my wife Kristin and my three kids as well as our two horses, two cats and a dog.
