“I have always been passionate about financial planning, and after graduating from Le Moyne College I worked for a large financial services firm. I soon realized the investment philosophy used at these larger brokerage firms was not aligned with my beliefs, which brought me to Rockbridge. I am now proud to say I work for a firm that truly acts in the best interest of their clients.
“I enjoy helping people make sense of their financial situation. Being able to make a difference by simplifying people’s finances is very rewarding and is something I thoroughly enjoy.
Finance (B.S.), Le Moyne College
Candidate for CFP® certification
Greater Utica Chamber of Commerce
In my spare time, I enjoy playing hockey and golf. I am a huge Buffalo Sabres fan and enjoy watching hockey in general. Also, people find it particularly interesting that I am an identical twin.
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