Experience

Since 1983, I have devoted my career to talking with my clients about their goals and aspirations, so that together we may build plans and investment portfolios which are designed for success. My mission is dedicated to knowing each client individually; listening to make sure I never lose sight of their objectives, addressing the changes we all experience throughout our lives, and being diligent in monitoring investment plans as we focus on the good health of each and every client portfolio.

I am a native of East Bloomfield, New York and presently live in the City of Rochester. My wife and I have three grown boys spread out over the country. I have many interests, but my most important are my family and my work.

Since 1998, I have enjoyed working with individual investors to develop comprehensive financial plans and investment portfolios that reflect each client's personal profile and investment objectives. 

I received my Master in Business Administration (MBA) at the William E. Simon Graduate School of Business at the University of Rochester, with concentrations in finance, corporate accounting and strategy and received a Bachelor of Arts from St. Bonaventure University.  

In 2018, I completed the Certified Private Wealth Advisor® certification program through the Investment & Wealth Institute and in 2005 I obtained my CERTIFIED FINANCIAL PLANNER™ certification.

In the community, after several years on the Planning & Zoning Board of Appeals, in 2023, I was elected to the Board of Trustees in the Village of Pittsford. 

Prior to public service, I volunteered and was a member of the Board of Directors and treasurer at the Montessori School of Rochester (7/31/2015-7/31/2019); a school dedicated to allowing children the freedom to fulfill their natural curiosity and desire to learn.  I was also a member of the Simon Alumni Board (1/1/2016-11/31/2019); working closely with leadership to support student and alumni engagement.

Currently I live in the Village of Pittsford with my wife Holly and our two children, Gray and Emerson.  We are an active family, and spend time together skiing, reading, on the tennis courts, playing board games, and traveling.

I joined the Hamlin Marshall Wealth Consulting Group at UBS Financial Services Inc. in 2017. Prior to joining UBS, I dedicated my career to working in Rochester's non-profit sector. I concentrated on developing client relationships and coordinating account services.

I received my undergraduate degree in Business and Marketing from Texas State University and continue to stay active in the Beta Gamma Sigma and Chi Omega alumni collegiate affiliations.

I am a member of the Junior League of Rochester; an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers.

I reside in Fairport, New York. Outside of the office, I enjoy being with family and friends, traveling, and trying out new restaurants in the area.