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, Co-Founder – Managing Director and Peter Noto, Co-Founder – Managing Director – 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. Other community service involves working with East House and Miracle Field. 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, with our two young sons, Alfed Gerald and Francis Joesph.
