I am originally from the Syracuse area, after spending my first few collegiate years attending Hartwick College in Oneonta NY, I transferred and graduated from Syracuse University in 2003 with a bachelor’s degree and a concentration in Finance. I became an advisor shortly after college and have continued with the same firm for over 14 years. I currently reside in Camillus, NY with my wife Marcey and three children, Maria, Michael, and Anthony. With any free time, I enjoy the outdoors. Hunting and fishing are a few of my favorites, but just being out there is therapeutic.
"Why did I became an advisor?" From my earlier years in college I wanted to be a Financial Advisor. Back then my perception of the career was that I would be working with stocks, bonds and mutual funds. I quickly realized to be successful in this career a more holistic approach must be taken. The focus on one’s investments is important. However, risk management and having a financial plan in place arguably takes presentence.
"Why did I join Cypress?" Being part of this team allows us all to benefit from idea sharing and tapping into each other’s expertise. This allows me to confidently provide the best service and advice to my clients.
Equitable Advisors, LLC, Member FINRA/SIPC (Equitable Financial Advisors in MI & TN)
Cypress Financial Consultants, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Cypress Financial Consultants, LLC is not owned or operated by Equitable Advisors, LLC or its affiliates.