At Truist Investment Services were your trusted advisor. As your Truist Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together well develop a plan designed to meet your goals. I offer my clients more than 28 years of INVESTMENT SERVICES experience. I follow a disciplined process of assessing my clients financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as: Financial Planning, Investment Management, Risk Management, Retirement Planning, Legacy & Estate Strategies, Planning for Major Purchases, Cash Flow, Education & College Planning and Regular Portfolio Monitoring. I am a native of Buffalo, NY and a graduate of Hobart College. I earned my Masters of Business Administration (MBA) from Canisius College. I have also completed professional education programs at the College for Financial Planning and hold the Preferred Portfolio Management (PPM) designation. 