SYRACUSE, NY
I grew up on Long Island and attended Syracuse University. After graduation in 2002, I decided to make Upstate New York my home and became an advisor after graduation. I currently live in Manlius with my wife Lauren and Daughter Alyssa. The planning process I adhere to is client-oriented in that the concerns and questions of the clients are what drive the vehicles they choose. It is my job to guide them through the process utilizing the knowledge and resources that I have. Focused attention, service and commitment to my clients has afforded me the ability to operate my practice mainly on a referral basis. This allows me to provide my existing clients the level of service and professional advice they deserve.
Why did I join Cypress? The opportunity for our firm to help more people in Upstate New York and throughout the country through idea sharing, collaboration and teamwork.
California Insurance License #: 4119176