Focus
With a strong belief in the importance of building meaningful relationships and earning the trust of clients, I am dedicated to helping guide them through financial decisions throughout their lives. I work closely with each individual and provide clear explanations of their financial options, empowering them to make informed choices for themselves and their loved ones.
Background & experience
My educational background includes a B.S. degree in Financial Economics from Suny Binghamton, NY.
Beginning my career as an intern in branch operations at Wells Fargo Advisors during college, I joined the company full time after graduation and earned my securities registrations to become a Financial Advisor.
Today, I hold the Series 7 and Series 66 registrations as well as insurance and annuities licenses.
As a Financial Advisor, I work in partnership with my colleagues Nicholas LaPenna, Senior Vice President – Investment Officer and Peter Noto, Managing Director – Investments. Drawing on the extensive resources throughout &Partner’s, we develop customized planning strategies to help clients achieve their unique financial goals.
Away from the office
In addition to my work as a Financial Advisor, I am an active member of my community and serve as a board member of Villa of Hope in Rochester, an organization that provides opportunities to underserved youth. Away from the office, I enjoy hiking, playing sports, and following my favorite teams, the Mets and Jets. My wife Molly and I live in Victor, NY, and we are excitedly awaiting the arrival of our first child in July of 2023.
