I have been helping people for years to define their financial goals and develop a plan to achieve them. Whether it be monitoring clients’ progress towards various milestones in their life, or understanding how they embrace technology, I work with them and my team to make sure we are meeting each client’s specific expectations.
I obtained my B.S. in Business Marketing from Plattsburgh State University. Prior to becoming an advisor I was a successful Real Estate agent and currently maintain his Real Estate Brokers license. Since then I obtained my Series 7, Series 66, and Life, Accident, and Health Insurance licenses. I was one of the founding partners of Sterling Manor Financial in 2006.
I donate time to my local Kiwanis club and am an avid outdoorsman. I enjoy running and frequently participate in races from 5k’s to marathons. My wife Colleen teaches Special Education in Ballston Spa and we had our first child in February 2013.