My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each, and every client.
I have spent over 10 years in the financial planning realm and have helped clients work toward financial stability. Chad and I made our partnership official in 2019 and have enjoyed increasing success year over year.
I enjoy spending time with my wife, Renita and two daughters, Lilah and Francesca. We like to work on music, art and travel. I am an active member of the Rochester Rotary.
I am licensed to sell insurance in CO, FL, GA, IN, MD, MI, NC, NY and PA. I am a registered representative of and offer securities through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 400 Meridian Centre, Rochester, NY 14618