A 1990 graduate of Niagara University, holds FINRA securities and advisory Series 7 & 66.
“I was born and raised in Rochester NY and proud of the boutique investment management practice I’ve built from the ground up since 2007. The experience that I strive to provide to every client is a collaborative relationship-based partnership, not just a series of transactions. I believe that honesty, sincerity and a personalized approach helps set me apart from my competitors. It is not uncommon for client engagements to evolve into meaningful friendships over time. It is these deep relationships upon which my practice was built and continues to grow today. Earning trust and applying faith and family values into my practice is something I’m proud of and believe that clients have come to expect and appreciate.”