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Cetera Investors - Greenwood

Latham, New York, United States

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General Info:

I attribute my passion for working with families to raising my two boys with my wife of 22 years. I met my wife in Saratoga through mutual friends and settled back in my home town of Glens Falls, NY. We love that small town feel that comes with living in Glens Falls and that’s why we chose to raise our two sons here. I enjoy spending time with my family and friends, and enjoy being a part of the community, as I am actively involved with the Grandstanders, Glens Falls Booster Club. Some of my favorite hobbies include golfing, camping, traveling, and of course attending some baseball games with my sons. When I’m not with my family, I’m helping young families, baby boomers, and recent retirees plan for their future goals. I have been in the financial services industry since I graduated from Siena College in 1995 with a Bachelor of Science degree in Finance, and have come across a wide variety of areas that I am able to assist my clients in. Whether my client is an individual, a family, or a small business, I really enjoy working closely with each of them to make recommendations that help them achieve their specific needs and goals. I also recognize that my clients’ needs change over time and that’s why I emphasize an ongoing long-term relationship with them and encourage regular communication between us.

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