See how I am here to help busy professionals become work optional by being financially independent
See how I am here to help VPs in the energy field prepare their financial future.
From investment and retirement planning, to risk management and tax advice, I cover a full range of financial topics to truly build a “comprehensive” plan for my clients.
I live in Fairport, NY with my wife Alexandra and our three children, Elias, Lucas and Elena. We also have a fluffy golden retriever, Phoebe.
Take the complicated and make it simple. Financial planning can be complex, but that doesn’t mean it has to be difficult to understand. Breaking it down into the simplest form is something that I pride myself on with my clients
It is your money, not mine. I will help you feel confident and empowered to make the best financial decisions for you and your family.
Give you back your time. Most people hire me because they either don’t have the time, knowledge or desire to manage their finances alone. I will help take that off of your plate so that you can focus on your life, not the stock market.
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