I firmly believe in demystifying financial planning jargon and concepts, making them not only understandable but actionable. Whether I’m translating your dreams for the future into retirement plans, managing investments or crafting tax-efficient wealth accumulation strategies, my focus is always on my clients and empowering them to feel confident in their
financial decision-making. Your long-term goals and retirement aspirations deserve a clear and focused strategy that puts you in control.
At OakWood Financial Services, we believe that our differentiator lies in the profound personal connections we cultivate with our clients. We prioritize building mutual trust by actively listening to your goals and providing the necessary guidance to help you make informed financial decisions. Since its inception in 1999, OakWood has operated as an independent practice , dedicated solely to delivering tailored financial planning solutions based on what’s best for you.
My wife and I enthusiastically embrace the joy and challenges of raising our four children. When not working, I’m on the sidelines cheering at their games or playing Uber/ATM Dad. I enjoy outdoor activities, like hockey and golf, and I’m a fan of country concerts in the summer.
Professional Background
- Certified Financial Planner® Professional
- Accredited Investment Fiduciary®
- FINRA Series 7 and 66 Securities Registrations
- New York State Life, Health and Accident Insurance Licensed
- Bachelor’s degree, St. John Fisher University
Award-Winning Guidance and Accredited Expertise*
- 2014 – 2026 Women’s Choice Award
Community Affiliations and Involvement
- Rotary Club of Geneseo
- John Fisher University Alumni Board of Directors
- Financial Planning Association, Board Member
- Estate Planning Council of Rochester
- Financial Services Institute
- Society of Financial Services Professionals
