I began my advisory career in 1986 when I joined E.F.Hutton and Company, which later became Smith Barney. My formative years as a financial advisor were spent in some of the markets most tumultuous times, as the market corrections of 1987, 1990, and 1994 impressed upon me the importance of capital preservation. I joined UBS in 2008, attracted by the firm's outstanding reputation in Wealth Management, and financial stability. My years as a branch manager have given me unique insight into the needs of sophisticated investors, and the value of a fully engaged partner as a financial counselor.

My focus is on how meaningful conversations about your personal and financial goals, when combined with a rigorous planning process, can improve financial outcomes for you and your family. My experience, combined with the powerful resources of my firm, enables us to become valuable financial partners to you and your family, and trusted advisors for future generations.

• Certified Private Wealth Advisor®

• Bachelor of Arts University at Albany-Magna Cum Laude

• Series 63, Uniform Securities State Agent
• Series 65, Investment Advisor Agent
• Series 8, General Securities Sales Supervisor
• Series 3, Commodity Futures Representative
• Series 7, General Securities Representative

• Mentor-Capital Region Sponsor a Scholar
• Past President Bethlehem Youth Hockey
• Former Board of Managers Bethlehem YMCA
• Enjoy sports, particularly golf, soccer and hockey, and spending time with my wife and four children.
• Former Board Member Alzheimer's Association of Northern New York

AZ, CA, CT, DC, DE, FL, IN, KY, MA, MI, NC, NJ, NV, NY, OH, PA, RI, SC, TN, TX, VA, VT, WA