Certified Financial Planner. 

Independent investment adviser specializing in asset diversification, investment management and retirement and education planning.

Investment strategies for participants in qualified retirement plans.

Independent, fee-only (non-commission) investment management.

Instructor, Investments and Financial Planning, Liverpool High School Adult Education program.

Member, Investment Committee, American Red Cross Onondaga-Oswego chapter.

Current Board of Director and past Vice President, Liverpool Little League Baseball.

Coordinator and past coach, St Joseph the Worker Youth Basketball League.

Member, Admissions Alumni Council, University of Vermont.

Past Treasurer, Onondaga Yacht Club.