Helping individuals, healthcare professionals, and business owners gain the financial confidence to build wealth. As part of Wealth Advisory Group I believe in providing an uncommon approach to building wealth. Our process enables our clients to become more financially organized by dispelling the common financial myths that put many people and businesses out of balance. As a result of working together my clients are better prepared to realize their full financial potential.
As we work together we strive to:
- Help people manage the financial changes that occur all the time in their life and business
-Work to develop a comprehensive approach to financial services that gives our clients financial confidence as their lives change
-Provide a full suite of financial products to help address client needs.
As a result my clients have a better understanding of 1) their full financial picture that enables them to 2) manage their goals and to 3) adapt financially to the changes that occur outside of their control.
I was born and raised in the Capital District and received my undergraduate degree from the University at Buffalo and Syracuse University for my MBA. Upon graduation from Syracuse, I moved back to Albany for family reasons. During that time I developed a passion for preparing people to handle the challenges a long term illness can present to a family.
After spending time caring for family I spent over 15 years in healthcare. I see a lot of parallels between healthcare and finance: they are the two most influential areas in people's lives, and can be the most difficult areas to navigate, and be certain to have been handled optimally.
Registered Representative and Financial Advisor of Park Avenue Securities LLC, (PAS). Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY.