contact information

  • Address: 400 Meridian Centre Blvd
    Suite 101
    Rochester, New York 14618
  • Phone: 585-242-5911 (Call Now)

about us

I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients. I provide an analysis of your current financial situation and help you: identify financial goals and concerns, illustrate what is being done to reach your goals and deal with concerns, identify gaps, if present, and offer solutions to help fill them.