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 the community in many ways, including civic organizations and volunteer work.
I’m inspired by the fact that I can help people make a difference in their lives and change the course of family trees. I help my clients with planning 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 and use an established process to develop personalized strategies to help you achieve your financial goals. We will then partner together throughout your life to keep you on track.
My ideal client is one who is serious about their financial future, seeks my advice, and actively introduces others to me based on my level of service to you.
Focus areas include College Savings, Estate & Legacy Strategies, Insurance & Annuities, Retirement Income Strategies, Retirement Savings Strategies, and New Investors.
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.