I began my career in 2004 with American Express Financial Advisors, where I quickly became a top advisor in my office. In 2006, along with my partners, I left American Express to form Sterling Manor Financial.
Since 2004, I’ve helped clients make decisions which have ultimately had a very positive impact, and knowing that I’ve made a difference, is the reason I come to work each day.
Several local newspapers have invited me to contribute articles and I’m frequently published in the Saratoga Business Journal, Glens Falls Business Journal, and Saratoga Today newspapers.
I am a CFP® Professional. I hold a Certificate in Financial Planning from New York University, and a B.S. in Economics from the University at Albany, as well as Series 7 and 66 licenses, in addition to being a Series 24 Registered Securities Principal. I also hold Life, Accident and Health insurance licenses. This range of licensing allows me to help my clients with nearly all aspects of their financial plan.
A native of Saratoga Springs, NY, I enjoy traveling and a myriad of outdoor activities including golf, horseback riding, skiing, and SCUBA diving. I'm also a former member of the USA Bobsled & Skeleton Federation as an athlete in the sport of skeleton. In addition to recreational pursuits, I'm an active member of non-profit civic organizations including serving as the Chairman of the Saratoga Springs Rotary Scholarship Committee, and as the Treasurer of the Camp Wakpominee Alumni Association - a part of Scouts BSA.