How I got here:
“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.”
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.”
Professional organizations:
Estate Planning Council of CNY
Education:
CERTIFIED FINANCIAL PLANNER®, (CFP®)
BS, Interdisciplinary Studies, St. John Fisher College
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.
