I have a long history of assisting clients through life events and preparing them for the future. We will work together to set a plan that works best for your needs, and we will meet regularly to adjust this plan as you and your family's goals change.
I began my financial planning career in 1973. I have several designations: CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant), & Certified Financial Planner™ Practitioner.
My experience includes working as a financial planner, trainer, and equity coordinator with several large insurance broker-dealers in the financial services area, and as an engineer, before becoming a financial planner.
I was a Past-President of the Colonie-Guilderland Rotary Club and a Co-Chair of Rotary District 7190 Youth Exchange Program for 15 years. I reside in East Greenbush, NY with my wife. We have a daughter and son.