As a Wealth Management wealth advisor, my commitment to you, the member, is to put your best interest first. In these efforts, we will work together in using a comprehensive process to help understand what is most important to you, create personally tailored financial strategies based on what you value most, and meet regularly to help you stay on track.
As a financial consultant with Wealth Management, I have the resources available to help you prepare for retirement, pay for college expenses, prepare for the unexpected, develop additional income sources, and help manage the transfer of wealth through estate planning. Whether you are looking to consolidate your 401ks, review your investments, review your life insurance, or are looking to increase the return on your money, I am committed to helping you understand your options and help you make the decision that is right for you.
I moved to the Ithaca area with my wife in 2012 and have since fell in love with the area and the community that is here. I hold my series 7, 63, & 65 registrations through LPL Financial in additional to my insurance licenses.
Contact me Today! I look forward to partnering with you in pursuing your financial goals.
Providing wealth management services at the Tripahmmer, Port Watson, and Route 281 Branches. Please indicate your preferred location when scheduling an appointment.