For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming.

That’s where I come in. I am a true believer that education in Financial Literacy is critical for people to get ahead with their financial futures. It is not taught in our educational systems. Working as a SOFA Advisor gives me the the ability to provide financial education VIRTUALLY to businesses and not-for-profits across the U.S.

Whether you have significant assets to manage—or if you are just starting to accumulate wealth—I have the tools and background to provide the services that may fit your needs. I apply the same dedication, skills and leadership responsibilities I needed throughout my military career as a U.S. Air Force veteran, to my clients and practice.

As a financial consultant with years of experience, I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. My personal goal is to provide you with guidance that can help you understand and better define your financial goals. I work hard to create a mutually beneficial and respected long-term relationship with my clients and their families.

For more information about my firm and our services, you can reach me at (716) 868-4648. I would enjoy learning more about your goals and dreams.