I’ve served as a Certified Financial Planner ™ since 1994, helped establish several financial services firms in the area, and have been offering financial planning advice to Rochesterians since 1987. Along with my Certification as a Financial Planner, I have a Certification as a College Planning Specialist ™, a Certified Divorce Financial Planning Analyst ™, a Certified Exit Planning Advisor™, offered by the Exit Planning Institute and recently received the DACFP Basic Certification in Blockchain and Digital Assets. Over the years I have also managed Investment Advisors who in turn, have managed over $1 billion. I have been a member of the The Strategic Coach Program ™, a professional coaching program for entrepreneurs, for close to 20 years. I’ve taught college-level courses on financial planning and investment strategy and have been featured as a financial planning expert within the local financial trade press.
I believe that if you are going to rise above life's challenges you need a well thought through financial plan. For close to four decades, I have guided people in creating a solid financial plan so they can accomplish the financial goals and objectives that are important to them and their families, especially retirement. I have also learned that it takes more than just a financial plan to enjoy your hard-earned retirement. You need a lifestyle portfolio too. While I work with you to establish your desired financial plan, I also help you think about what you want and need in the non-financial aspect of your next chapter, so you will truly thrive after retirement and beyond.
I believe you can reach any important destination if you strategically plan each step to get there. Literally and figuratively! Whether I’m mapping out a plan to climb a high peak in the Adirondacks, a 1,000-mile trip on my adventure motorcycle or a detailed financial plan, I understand that each step is as important as the next. By focusing on each step, you can rise above the distractions and reach your destination.
As the father to three sons and coaching youth sports for close to 20 years you can believe that I’ve learned as much from those young men as I like to think I’ve taught them. I think that’s the way it should work: we’re all always learning from and teaching one another.
First and foremost, honesty always. My financial planning and investment management practice centers around you as an individual, helping you find solutions to your most pressing financial issues. I specialize in providing personalized strategic solutions while walking every step of the journey with you. We're in this together!
I have 22 years of experience working with clients to help them solve their most pressing financial issues and working together to meet their long-sought goals. Since 2008, I have been a Certified Financial PlannerTM practitioner.
Cornell University (Ithaca, NY) - B.S. of Applied Economics & Management (2001).St. John Fisher College (Pittsford, NY) - MBA, Bittner School of Business (2006).
Establishing and growing my amazing family with my wife Jessica.
In my free time, I try to spend as much time as possible with my wife and kids. I thoroughly enjoy playing competitive golf, watching sports, and jet skiing on the lake to relax. I am an avid reader and have both a love and appreciation for live music. I'm always on the lookout for that next moment when life stops us in our tracks and makes us take a second to stop, reflect, and appreciate.
“Don't let yesterday take up too much of today.” ~Will Rogers
I’ve served as a Financial Advisor for nine years and I’m proud to be a Founding Partner of this firm. I believe in treating you as if you’re part of my family and that my success depends on your success. My role is to ask difficult questions and sometimes provide tough answers, but we will always walk side by side in your journey.
I hold a Bachelor of Science in Finance from Alfred University.
I’m proud to serve on the Board for ROCovery Fitness, a charity that helps people battle addiction and achieve a better life through fitness. I serve on the Alfred University College of Business, Executive Advisory Board.
I was born and raised here. I grew up and live in Greece with my wife, Mariah, our daughter Isla, and our beloved French bulldog Gus. As far as I’m concerned, this is the place to be.
An older couple came to us. The husband had severe dementia and was unable to make decisions. In the discovery process, we realized there were no estate documents, power of attorney or health care proxies. We quickly got attorneys involved and worked hand in hand to finalize the documents just as the husband became terminally ill. By being proactive, we were able to protect a huge portion of the couple’s estate.
It’s important because it shows we’re listening and that we truly want to go beyond finances to connect with you as a person. To me, that connection is what a shared path is all about.
I think it’s important to transform the idea of transactions in our client relationships. Of course, I became a CERTIFIED FINANCIAL PLANNERTM to excel at the business and financial aspect of what we do - and that includes tax planning, estate planning, investment management and more. But we can uncover better planning strategies and really hear what your personal goals are when we take the time to listen and really get to know your personal story, rather than trying to fit you into a product or service or plan that we've already created.
I started in the advisory space in 2013 and worked my way from the groud up. This helped me realize the importance of client relationships and working as a team. My proudest moments are when clients and the team appreciate the fact that I get done exactly what I say I'm going to do.
I am a learner. I enjoy absorbing information and putting that to useful solutions. This includes traditional learning, as well as learning from my clients, my partners, and others that I have the honor to talk with every day.
I earned my bachelor’s degree in Business Administration from SUNY Oswego. After passing and receiving my licenses, I moved on to receive the CFP® Certification.
I grew in the Finger Lakes and Cayuga Lake is one of my favorite places to be. There is nothing like waking up and looking out over the water to give you a clearer perspective. Whether it be any of the lakes I have lived on – Lake Erie, Lake Ontario and Cayuga Lake, being on the water with my husband Edward is my happy place.
“She believed she could so she did.” - R. S. Grey
As a woman CFP® and business owner I have the opportunity to show my two daughters how hard work and dedication results in meeting your goals and what work/life balance is all about.
I’m here to support the team’s day-to-day activities. And more importantly, i’m here to support you. Whether it’s helping you get your questions answered, scheduling a meeting, or preparing reports, I take pride in getting the job done in a way that works best for you.
I graduated from William Smith Colleges in 2015 with a bachelor’s in Media & Society and a minor in Sociology.
“Do what you can with all you have, wherever you are.” – Theodore Roosevelt
The Last Thing He Told Me by Laura Dave
I’m here to support the team’s day-to-day activities. And more importantly, I’m here to support you. Whether it’s helping you get your questions answered, scheduling a meeting, or preparing reports, I take pride in getting the job done in a way that works best for you.
I graduated from St. John Fisher University in 2016 with a Bachelor of Science in Education and a Bachelor of Arts in English, as well as an interdisciplinary studies minor. I graduated from Niagara University in 2019 with a Master of Science in Special Education.
“The measure of intelligence is the ability to change.” – Albert Einstein
Pride & Prejudice by Jane Austen
In-depth support of the firm’s financial planning and investment management process, while continuing to expand my knowledge of financial planning – both at the individual and industry level.
I hold a B.S. in Accounting and an MBA from Alfred University.
“Try to be the rainbow in someone else’s cloud” – Maya Angelou
The Great Gatsby by F. Scott Fitzgerald