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.”

Education:

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

Professional organizations:

Estate Planning Council of CNY

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 peddling down a country road or the Erie Canal towpath.

Contact:

Call 315-671-1933

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting

GETTING STARTED IS SIMPLE

315-671-0588
info@rockbridgeinvest.com
schedule a meeting