I earned my Bachelor's Degree from the University of Pittsburgh and with a solid vision for the future, began my financial services career in 2002, directly out of college. In 2007, I accepted the position of Regional Vice President in the Buffalo, NY office where I remained in that role until 2013. During that time my responsibilities, in addition to working with my personal client base, included mentoring and training new financial professionals.
Staying on top of the changing industry has always been a top priority throughout my career. Currently I hold a Series 7, 24 & 66 FINRA license, NYS Life, Accident and Health license and a certification in NYS Long Term Care Insurance.
In 2013, I achieved the professional designation of CERTIFIED FINANCIAL PLANNER™ professional and with that, decided to focus solely on my growing practice while developing Trinity Wealth Advisors, a comprehensive client focused financial planning group.
Realizing that my community is the foundation of the clientele I serve, I personally fund a number of scholarships thru local school districts every year. I have been a long- time supporter of Junior Achievement; JA's hands-on, experiential programs teach the key concepts of work readiness, entrepreneurship and financial literacy to young people all over the world.
I am happily married to my wife, Rebecca and have two beautiful daughters, Isabella and Charlotte.
Trinity Wealth Advisors is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
CFP® and CERTIFIED FINANCIAL PLANNER™ professional are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
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