Favorite part of the job
“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.”
Beneath the surface
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 pedaling down a country road or the Erie Canal towpath.
