As a Wealth Management Advisor, I help my clients make informed and meaningful financial decisions based on their unique values, needs and priorities.
Together, my clients and I build a financial strategy that encourages them to think about where they've come from, where they're going, and what they'll leave behind.
After finishing my education at Siena College, I began my career as an entrepreneur in my 20's. For 12 years, I successfully owned several dry cleaners. After selling my businesses, my goals changed to focusing on helping others create and protect financial success in their lives. The focus of my practice is to work with my clients to help them identify their dreams and goals, and then partner with them to understand the financial implications of the life decisions they make.
I educate individuals or business owners to identify inefficiencies in their financial world. My strategies are aimed to help reduce risk, increase protection, and accumulate retirement income. I teach my clients how to use actuarial science and investments together in their retirement strategy. Getting on the right path now, which can help lead to options later that can potentially increase withdrawal rates and provides a more efficient retirement plan.