I believe financial planning should feel approachable, not overwhelming or out of reach. That is why I am passionate about breaking down complex concepts and helping people build confidence as they save and invest for retirement. My goal is to make planning clear and empowering, so you can focus on what matters most in your life.
Before joining OakWood, I gained experience working in banking, where I helped clients navigate day-to-day financial decisions while keeping longer-term goals in mind. That background shaped my practical, relationship-driven approach to planning and reinforced the importance of clear communication and trust. I bring that perspective into my work as a Wealth Advisor, helping clients move forward with clarity as they plan for retirement.
Much of my time outside of work is spent with my wife, whether we’re spending time with our two dogs, hosting game nights with friends or trying new restaurants. I enjoy staying active through volleyball and running and will occasionally jump into a game of softball or kickball. Fall is my favorite season, especially since it means watching football and cheering on the Buffalo Bills.
Professional Background
- FINRA SIE, Series 6, 63, 7 and 66 Securities Registrations
- Bachelor of Science in Finance, St. John Fisher University
- Financial Planning Association
