I am committed to serving the communities of Lake George, Warrensburg, Bolton, North Creek, Chestertown and parts in-between. My wife and I have lived in the community over 30 years and we believe in the North Country. Our children grew up and went to school here. I am engaged in our communities, including serving on several boards, including the Warrensburg Chamber of Commerce, Warrensburg Historical Society and the North Creek Business Alliance.
I contribute regularly to community events in all these communities and generously volunteer in many civic organizations and help mentor students about financial literacy.
I'm inspired by the fact that I can help people make a difference in their financial lives. I help my clients with preparing for a comfortable retirement, enjoying retirement, paying for education, preparing for the unexpected and saving on taxes.
I take the time to understand what's important to you, your comfort with risk and investment experience in order to develop tailored, personalized strategies for your specific financial goals. We then partner together throughout your life to keep you on track.
I especially enjoy serving clients who are serious about their financial future, seek my advice and willingly introduce others to me based on the service I deliver.
I believe and practice ''Ethics before Everything.'' I look forward to working with you, always putting your interests in front of mine and giving you advice as if I were investing my own money.