5 Maxwell Drive, Suite 100
Clifton Park, NY 12065


126 College Street, Suite 350
Burlington, VT 05401

(518) 373-7341

Trust and confidence are the most important factors to me in building relationships with my clients. I take pride in designing, implementing and monitoring a client’s progress through life’s many stages. I look at every situation as if it were my own to deliver an optimal plan for each client, designed to achieve their goals.


I focus on comprehensive planning strategies, specifically to rising young entrepreneurs, business owners and medical professionals. I provide advice on a broad range of financial areas including, but not limited to: wealth protection and management, retirement planning strategies, estate planning strategies, college planning strategies and group benefits.

Growing up active in athletics, I believe in the importance of continued personal and professional growth. Since I began my financial career, I have obtained the CERTIFIED FINANICAL PLANNER™ (CFP®) professional designation and strive to continue to expand my certifications for the benefit of the services I provide to my clients.


I grew up locally in Ballston Lake, NY. My wife, Jamie, and I currently reside in Clifton Park, NY with our daughter, Cameron, and son, Matthew. I volunteer my time with local non-profit and youth organizations throughout the Capital Region. In my free time, I enjoy fishing, golfing and spending time with my family.



  • Played professional baseball for the Chicago Cubs Organization
  • Love to fish
  • Born in Oklahoma City

For more information on working with a CERTIFIED FINANCIAL PLANNER™, please visit the links below.

CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.