My career spans over 30 years in the financial services industry. I have held positions with a major insurance company for 14 years and a local bank for 11 years, offering financial products to my clients.
I also have been preparing income tax returns for individuals and small business for more than 25 years through my own private firm.
I hold a BA from SUNY Geneseo (1982) and an MBA from Medaille College (2007). I also hold two professional designations: Accredited Tax Preparer (ATP) from the College for Financial Planning (1993) and Life Underwriter Training Council Fellow (LUTCF) from the Life Underwriter Training Council (1990). I am affiliated with the Sigma Beta Delta Business Honor Society, the National Association of Tax Professionals and the Genesee County Chamber of Commerce.
I have been honored with many sales and services awards with various companies. I was also featured in Bank Investment Consultant magazine, Oct 2000 as their "Spotlight Rep." My community service is playing guitar for various local events and museums.
Through a combination of experience, knowledge and integrity, I provide each client the guidance necessary to identify and implement strategies to pursue their financial goals and dreams.
Licenses
- Series 7, 63
- Insurance (Life, Health with Long Term Care)
- Registered Representative: New York
- Investment Advisor Representative: New York