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.
As a Certified Financial Planner (CFP)® Professional, I work with clients to help them understand their financial lives better, and to empower them to take the necessary steps to move closer to their financial goals. For many clients, this means better utilizing their financial resources in order to enter and maintain a sustainable retirement, while mitigating risks from inflation, changes in health, and the markets.
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, several local newspapers have invited me to contribute articles and I am frequently published in the Saratoga Business Journal, Glens Falls Business Journal, and Saratoga Today newspapers.
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 board member of non-profit civic organizations including the Saratoga Springs Rotary Club, The Saratoga Springs Preservation Foundation, and the Camp Wakpominee Alumni Association.