I am an Independent Wealth Management Advisor with Raymond James Financial Services, Inc. in Clifton Park, New York. Since 1988, I have been involved with the financial services industry, opening my own Raymond James practice back in 2007. I strive to attract long-term relationships with fully engaged clients who are serious about developing their own Wealth Creation, Retirement Income Planning & Wealth Transfer strategies. I typically serve the mass-affluent space, providing value to business owners, executives and their families through a highly personalized, process-oriented financial planning and wealth management approach. I am entirely dedicated to the success and long-term financial welfare of my clients, since I know their success is directly correlated to the success of my own firm. I work closely with my clients tax and legal co-advisors in a collaborative manner, helping to provide a more in-depth and meaningful solution. My core philosophies include a dedication to excellence, collaboration and providing tangible value. These tenants have been the driving forces behind the development of my business. Social Media Disclosure - "Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wealth Solutions Network. is not a registered broker/dealer, and is independent of Raymond James Financial Services." Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. 