Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Born and raised in Upstate New York, I graduated with my Bachelor of Science Degree from Syracuse University in 1987. After many years of managing companies for others, I entered the financial services industry in 2006 and opened my own agency. My focus has always been on helping my clients protect their families, their assets and financial legacies through the strategic use of various insurance products, annuities, and variable investment products. I take a more conservative approach when counseling with my clients by showing them how to protect the assets they've built over a lifetime, enjoy those assets in retirement, and leave a financial legacy for their children and grandchildren in the most tax efficient way. Earning my Certified Financial Fiduciary designation, then becoming a member of the Financial Advisors Network (FAN) has been critically important to my continued growth in the financial services industry. As a Certified Financial Fiduciary, my commitment to my clients is to perform my duties under the highest standard of service in the industry, the Best Interest Standard. As a member of the Financial Advisors Network, I’m able to connect with the right clients at the right time in their lives and provide them with the best financial strategies and products available anywhere today.