How I got here
A native of New Hartford, NY (just outside Utica), I first arrived in Syracuse to attend Le Moyne College and, captivated by the region, have called it home ever since graduation. My career in finance began at traditional brokerage firms, but my own research led me to a pivotal realization: the fee-only registered investment advisory model resonated deeply with my personal and professional values. Spotting Rockbridge as the only firm of its kind in town, I sent a hopeful email out of the blue—thankfully, it landed in the right inbox, and I’ve been here ever since.
Education
Bachelors of Science- Finance, Le Moyne College
Certified Financial Planner- CFP
