Financial Paraplanner
Hometown: Rochester, NY
What quality of yours makes you best suited to do what you do?
I am very analytically based and operate by finding patterns in everything I see and do.
How should people think about their wealth?
Think about where you want to see yourself down the road and ask your advisors what would it take to get you there.
Favorite Quote or Personal motto
“The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively” – Bob Marley
How do you spend your time outside of work?
By spending time with friends and family and listening to music.
What accomplishments are you most proud of?
Being the first male in my family to graduate from college.
Education and Licenses:
St. Bonaventure University – Bachelor’s Degree in Finance with a minor in Economics
Contact Information:
(571) 396 – 0900
