Leadership, service, and helping others succeed have been the common threads throughout my journey. With a background in business management, youth sports coaching, a Bachelor's degree in Criminal Justice, and active involvement in community organizations, I've spent much of my life working alongside people to help them overcome challenges, achieve goals, and reach their full potential. Growing up
in a family business and spending years helping manage its operations gave me firsthand insight into both the rewards and challenges of entrepreneurship. One of the most impactful lessons was witnessing the complexities that come with business transition and succession planning. Like many business owners, our family faced difficult conversations around leadership, continuity, and preparing for the future. That experience sparked a passion for helping business owners navigate these critical decisions with greater clarity and confidence. Whether coaching young athletes, volunteering in the community, or partnering with business owners, I believe in leading with integrity, building meaningful relationships, and creating lasting impact. My goal is to help individuals and organizations strengthen their future, preserve what they've built, and leave a legacy that extends beyond themselves. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
209 High Point Drive,
3rd Floor, Suite 310
Victor, NY 14564
O: (585) 248-6700
M: (585) 857-2110
My California License number is 4368101