Focus
With over 43 years of experience in the financial services industry, I have dedicated my career to working with individuals, families, and business owners to create comprehensive retirement and estate planning strategies. My goal is to help my clients achieve their financial goals and live their vision of the future. I value the relationships and friendships I have made with my clients and feel a deep sense of satisfaction as I see the planning we have done for years help them live their vision of the future.
Background & experience
I began my journey in financial services in 1980 and gained valuable expertise by working with various firms, including predecessor firms to Wells Fargo Advisors. When working with my clients, I leverage my decades of experience to develop customized plans that instill confidence and address their unique financial needs. I believe in creating strategies that will support clients throughout their lives, striving to ensure their financial well-being.
Away from office
I am proud to call Rochester, NY my lifelong home. My wife and I have raised two children and have four grandchildren. In my free time, I enjoy playing golf and exploring new destinations through travel. Additionally, I am actively involved as a Board Member for the Boys and Girls Clubs of Rochester.
