Financial Checkups

When I’m not dispelling many of the financial misconceptions people have, I enjoy golfing, vacationing with my wife, and playing with my dogs. I was born in Illion, NY and raised for most on my life in Greece, NY. I love the relatively short commutes wherever traveling in Rochester, where people enjoy a lower cost of living over other major cities.

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I was married in 2006. My wife is a Speech Language Pathologist and I’m very proud of the work she does and the difference she makes.

Over a decade later, I still enjoy seeing my clients and team reach and exceed their goals. I feel rewarded knowing I was there to coach them along their way to success.

Outside of work, I love to cook and build/fix things. Remodeling and fine woodworking is another passion of mine, which I did professionally. I can build custom doors and moldings in my own shop. Beyond that, I like spending time with my family and attending my kids’ sporting events.

Originally from Walworth, I live in the Rochester area simply because everything is 20 minutes away and my family is here.

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Past president for the National Center for Missing & Exploited Children. Been on the board for six years.

Unlike most of the educators at The Establishment, I am based out of Rochester, New York and I am stoked to help take this program “on the road” to educate individuals here in our community.

What do I love most about my job? Getting to build relationship with all sorts of people from different walks of life and helping them get a handle on their financial future.

I am proud to call Rochester home where I live with my wife Jen and our daughter, Francesca.

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Adventure seeker and self-proclaimed bourbon snob. Find me in summer enjoying some down time in the beautiful Finger Lakes.

It’s hard to consider your financial future now when you think time is on your side. But, there is no better time than now to get serious about your money. The most rewarding part of my job is knowing that the work that I do makes a dramatic impact on the lives of others.

This career keeps me busy; no two days are ever alike. In my free time I am actively involved with the Alzheimer’s Association here in Buffalo. I am an avid golfer, bowler, and Bills fan. In Western New York those are all seasonal things, so it tends to keep me busy all year round!

I am happy to call Williamsville home with my wife Jackie and our son, Jude who we recently welcomed into the world. Seeing the resurgence in the city, and the pride of my fellow Buffalonians has been an amazing experience. Buffalo is everything I could want from a city and more!

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Find me relaxing after a round of golf with a Vodka Gimlet. Committed to helping people plan for the future they want.

You never know what's going to give you the wake up call that you're an adult and need to get smart about money (for me, it was buying a toaster for the first time!), so I'm ready to educate people, no matter where they are in the process.

Like lots of people my age, I’m pretty busy outside of work—from holding a Tae Kwon Do black belt to holding office as president of the Western New York Charter Chapter of the American Business Women’s Association—so I get that it can be hard to make the time to talk about money. But I think once millennials start learning more, they’ll see it’s well worth it.

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Chef and entertainer at heart. North Buffalo runner. Believer in living for today and planning for tomorrow.