Our recommendations are based on what’s best for you, not what’s best for our bottom line. We never earn commissions or sell products.
The standard of excellence for financial planners.
Every aspect of our service—from fee structure to investment choices to tax planning strategies—is communicated clearly and openly so you always understand the value you receive.
We are not obligated to recommend any particular company’s investments to our clients.
I am a graduate of SUNY Geneseo and the College for Financial Planning where I earned the certification of CERTIFIED FINANCIAL PLANNER™ professional. I also acquired the CSLP® designation, as a Certified Student Loan Professional™. I’m passionate about helping retirees and teachers align their finances with their goals and values.
When I’m not in the office, you can find me traveling with my wife, chasing our three daughters (pray for me) Reese, Ruthie, Raffie around the house, exploring Buffalo’s rich history, searching for the best chicken wings, working out, or trying to master my golf swing.
I retired as a Chemistry and Physics Teacher from Depew UFSD in 2000 in order to devote full efforts to financial planning. I earned the certification of CERTIFIED FINANCIAL PLANNER™ professional.
When I’m not in the office, you can find me traveling with my wife and visiting our six grandchildren.
Book your free consultation today to discuss your financial goals with a certified financial planning expert!
300 International Dr. Suite 100 Williamsville, NY 14221