Wisdom, experience and family mentoring -- the good fortune of profound and 'life lasting' gifts from my parents. For 17 years, my father and I worked side by side in the financial services industry from 1990 until he retired in 2007. Our time working together was extraordinary. Together we built a practice based on commitment to our clients, taking time to listen and encouraging them to ask questions. Throughout these years, Dad's mentorship provided practical and guided advice through many different financial cycles. To this day, his 3 Rules of Investing remain a constant in my everyday practice: buy high quality, hold long-term and diversify your assets. My mother continually inspires me as the owner of a WNY-based business since the 1970's - she provides an 'inside view' of the many challenges faced by business owners. So it's no surprise that I am passionate about helping clients achieve financial security by working with them to understand, develop and meet their personal goals. And due to my ongoing and extensive research and education, I offer insight and assurances about client's finances. I genuinely enjoy the challenges of the investment markets and explaining complex issues in an easy to digest manner. And I always look forward to client discussions, determining changes in risk, adapting investment selections and providing informed personalized attention. It is my honor to help clients plan and manage what they have worked throughout their lives to accumulate. It is deeply rewarding to see my clients achieve their dreams and goals. I have successfully helped more than 150 clients into and through retirement, navigating unexpected market events, unanticipated life transitions and complex family decisions. I am devoted to helping clients select the best choice for their personal situation while preserving their money to make it last throughout their lifetime. Average client tenure is over 15 years. 