As President and Senior Financial Advisor at Champlain Wealth Management, I specialize in helping others plan for and fully realize their financial future. I strive to make sure that my clients feel comfortable and confident in their retirement decisions, and I am motivated by providing them with the trust and assistance they need to reach their goals and dreams. I always put the clients’ needs above our own, and I feel we provide good value for financial advice relative to other advisory firms. I believe that no two dreams are created equal and that every individual can benefit from solid advice no matter the stage of their financial situation.
As a CERTIFIED FINANCIAL PLANNER™ (CFP©), I encourage my clients to complete a financial plan before we manage any assets. That way, our team can align the risk level with the required return in order to have a better discussion on the overall objectives and the risk that needs to be assumed. Prior to founding Champlain Wealth Management in 2009, I served as a Regional Vice President at American Funds Distributors and was responsible for institutional investing in New York and New Jersey. Previously with MetLife, I was awarded the prestigious “Leader’s Conference” award. I have also held Regional Vice President positions with two different third-party administration firms in Connecticut. These positions have given me a varied perspective on both investing and risk. I graduated from Central Connecticut State University with a bachelor’s degree in corporate finance.
I believe that starting Champlain Wealth Management was the best decision I have ever made because it gives me the opportunity to help others and see life from their perspective. One of my favorite parts of the job is the ability to meet people from all walks of life and learn their stories while we develop a close, personal relationship as client and financial advisor.
I live in Saratoga Springs, New York with my wife, Beth, who is a large part of Champlain and provides vital support for the success of the firm. When I am not helping clients plan for the future of their dreams, you can find me golfing, hiking, boating, skiing, and spending time outdoors with my family and my dog, Wrigley.