A little bit about me..

Z I am a Certified Finacial Planner and Investment Advisor and I currently own and operate a financial services company in the Central NY area. I grew up in a small town between Saratoga and Lake George, NY. It is based in the foothills of the Adirondacks and growing up I had plenty of outdoor activities to do, including skiing, bicycling, soccer, swimming, hiking and golf to name a few and still love the outdoors today. I went to the Kent School in Kent Connecticut and then onto Clarkson University. At Clarkson I studied Civil and Environmental Engineering and later went on to study in the financial industry where I earned many of my  securities licenses and CFP – certified financial planning designation. I am married and have a son and we reside in Manlius NY.