MY PROFESSIONAL APPROACH
Trust, Integrity, Mutual Respect. These are the operating principles I rely on when I work with clients to develop a financial plan designed to meet their monetary goals and objectives.
My client-first commitment to you begins by asking questions, listening to your responses, and learning what is important to you. I will work with you to develop a personalized, goals-based financial plan, taking into account your complete financial picture and investment time horizon while engaging a level of risk that is comfortable for you.
Life is ever evolving, and together we will continuously monitor and adjust your financial plan as your needs and goals change or when opportunities in the markets present themselves.
I look forward to the opportunity to help you with your financial future.
I was born and raised in western New York before moving to Naples in 1995. Outside of work, I like to spend time with my wife, Becky, and our children, Allison and Conlan. I am an avid fisherman, and enjoy tennis, watching hockey and traveling to see the natural beauty of the U.S. In addition, I am involved with several organizations focused on clean water, fishing conservation and affordable housing.
I was drawn to Benjamin F. Edwards by its client-centered approach, and in 2019 was honored by the opportunity to help establish an office for the firm in Naples along with my financial advisor colleagues, Eric Price, and Tom Kahl and client service associates, Mary Mapes and Delfina Buenrostro.
Since the beginning of my financial services career in 1999, I have been passionate about educating clients and aiding them in the development of comprehensive financial plans that help them achieve their financial goals.
AREAS OF FOCUS
- Financial Planning Strategies
- Portfolio Management
- Education Planning Strategies
- Estate Planning Strategies
- Retirement Planning
- Insurance Review and Needs Assessment
- Behavioral Coaching to Help Maintain a Focus on Goals
Syracuse University, Bachelor of Science degree in education
Kent State University, Master of Business Administration degree