Professional
I started my career in investment accounting at an insurance company, where I gained valuable experience and earned my Certified Public Accountant designation. Before that, I attended SUNY Oneonta and received a Bachelor of Science in Professional Accounting. I later moved to Northwestern Mutual to follow my passion and became a CERTIFIED FINANCIAL PLANNER® professional. Additionally, I hold the designation of Retirement Income Certified Professional®, further enhancing my ability to assist clients with their retirement needs.
I also hold a leadership position within our agency as a College Unit Director (CUD). In this role, I have the opportunity to mentor college interns and new financial representatives, helping them thrive and grow in their careers.
I look forward to meeting with you to create a personalized strategy tailored to your needs!
Outside of the Office
I live in Rotterdam, NY with my wife Alex and our son Jackson. Family time is incredibly important to me. When I'm with friends, one of my favorite activities is golfing.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. I also like to volunteer at the Regional food bank and attend the Alzheimer's Association walk annually. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Alzheimer's Association
The Alzheimer's Association leads the way to end Alzheimer's and all other dementia — by accelerating global research, driving risk reduction and early detection, and maximizing quality care and support.
Regional Food Bank of Northeastern New York
The Regional Food Bank works with a robust network of food pantries to alleviate hunger throughout northeastern New York.