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.
CERTIFIED FINANCIAL PLANNER™, (CFP®)
BS, Interdisciplinary Studies, St. John Fisher College
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.