As a Certified Exit Planning Advisor and Managing Partner at Flower City Advisory, I help business owners protect their business and employees, build their outside wealth, and plan their exit strategy. With over 15 years of experience in the financial services industry, I have the expertise and the tools to help my clients achieve their financial goals and enjoy a fulfilling retirement.

I use a step-by-step process and sophisticated software programs to analyze the current financial situation of my clients, identify their concerns and opportunities, and illustrate the impact of their potential decisions. I also work with a network of professionals, such as attorneys, accountants, and bankers, to provide comprehensive solutions and support. My mission is to empower my clients with the knowledge and confidence to make informed and sound financial decisions.