As Vice President and a Financial Advisor at Champlain Wealth Management, I specialize in adding significant value to every client engagement, and I measure my own effectiveness by the impact that my financial plans have on my clients’ lives. I am proud to bring extensive experience to the firm as an independent financial planner. I aim to focus on the relationships with my clients so that I can help them achieve their long-term goals. When providing advice to my clients, I always maintain an objective and honest viewpoint of their unique situation.
I am motivated by educating my clients about the financial options that are the best fit for their lifestyle, their values, and their dreams. I work hard to be adept at finding creative approaches to financial challenges – especially when multiple planning needs intersect, such as retirement, taxes, insurance, and estate planning. I am always interested in bringing out my clients’ true needs and emotions when it comes to establishing their financial goals, and I feel honored to serve as their financial partner and friend.
I have been providing proactive financial counseling and advice to clients since 1996, and I have designed well over 1,500 financial plans for employees of Fortune 500 companies, clients in the Capital District, and clients in the Northeast.
I began my career at the Ayco Company, where I served as a Senior Financial Planner by counseling executives and other affluent clients. In addition, I gathered a thorough knowledge of guiding clients through the estate settlement process. More recently, I started the financial planning departments of two prestigious financial institutions. I earned my MBA from SUNY-Albany and my bachelor’s degree in accounting from the University of Michigan. I currently hold the Series 7 and 63 securities licenses, and I also obtained my New York state life, accident, and health insurance licenses prior to joining Champlain Wealth Management.
I reside in Wilton, New York with my two sons, and when I am not servicing clients, you can find me spending time outdoors, riding my Harley, running, or skiing. I am also actively involved in Rebuilding Together Saratoga, an organization that repairs homes, revitalizes communities, and rebuilds lives.