After spending over 25 years in local bank-related investment management and trust departments I am delighted to join the professionals at Rockbridge, where the focus is advising clients on wealth management and financial well-being – with proper retirement and estate planning goals in mind. More importantly, I am pleased to associate with a firm which places principles before profits and ethics ahead of annual reports.
Every family and individual I have encountered is unique. Developing relationships with a broad range of clients and gaining a personal understanding of their family situation and dynamics is the most rewarding aspect of this profession. I especially enjoy dispelling the myths and misconceptions perpetrated by Wall St and commercial advertisements of what constitutes proper investment strategies by educating clients on sound fundamentals.
BS, Interdisciplinary Studies, St. John Fisher College
Candidate for CFP® certification
Estate Planning Council of CNY
I was born and raised in Syracuse and am proud to call it home. When I am not in the office, you will typically find me listening to NPR, walking a fairway, or on the saddle of one of my many bikes peddling down a country road or the Erie Canal towpath.
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