My job is putting your financial needs first. I find that many people are concerned about managing their money responsibly to achieve their financial goals. That's where I come in. By working together, we design a sound and disciplined plan to help pursue your financial goals. Helping clients convert their dreams into goals and then assist them to achieve those goals makes my work rewarding.
Experience:
Personal financial planning and advisory services in the areas of retirement and retirement income planning, investments and portfolio management strategies using asset allocation, tax management strategies, estate preservation, and small business financial issues.
Business Experience:
2005-Present: Independent CERTIFIED FINANCIAL PLANNER™ Practitioner Focused Financial Solutions, Syracuse, New York
Diversified Capital Management, LLC, Syracuse, New York (2006 - 2015)
1998-2005: Financial Advisor, American Express Financial Advisors, Inc. (Ameriprise)
Professional Associations:
Financial Planning Association
Financial Planning Association of CNY, Past Treasurer
American Institute of Certified Public Accountants (AICPA)
Certifications and Degrees:
CERTIFIED FINANCIAL PLANNER™, 2004
Certified Public Accountant, 1980
MBA, Loyola University Maryland, Baltimore, Maryland, 1990
BA in Accounting, Loyola University Maryland, Baltimore, Maryland, 1975
Community Service:
Rotary Club of DeWitt, Past President, DeWitt, New York
The Learning Place, Inc., Treasurer, Syracuse, New York
Personal:
Married to wife, Kathy
Two daughters, Sarah and Anna
Enjoys golf, skiing, and travel