firstname.lastname@example.org | 716.276.1116
Finance was an interest of mine early on and I knew that was the work I would do for my career. In college, I majored in finance and economics, and after graduation, I began working in the financial services industry. I wanted to help people one-on-one with their unique financial needs. Over the years, it’s been rewarding to watch clients progress and see how my work has impacted their lives.
I remember the first disability income insurance policy I sold. One and a half years later, my client was diagnosed with cancer. The policy gave her the ability to stop working so she could focus on her health to beat cancer. And she did. Because there is a very high focus on investments in our industry, insurance is often overlooked. However, when the two work together, they create a synergy that really serves clients well.
Outside of work I enjoy golfing, fishing, cooking, and spending time with my wife Caroline and golden retriever in Amherst.
Born and raised in Buffalo – specifically Orchard Park. Have worked in financial services for 15 years. Steak is my favorite thing to cook.
Comfortably Known Pink Floyd