As a Partner at Ascent Wealth Partners, I bring more than twenty years of financial advisory and business consulting experience to our team. I work with a diverse group of individual clients, closely held businesses, and non-profit organizations, focusing on building long-term relationships that form the foundation for thoughtful investment, estate, and business planning.

Prior to Ascent, I developed my advisory and planning expertise while working alongside Bradley Kowalczyk at a regional registered investment advisory firm. Earlier in my career, I gained valuable business consulting experience in the commercial real estate industry.

I graduated magna cum laude from Syracuse University with a B.S. in Finance and am a Chartered Financial Analyst (CFA) charterholder.

My wife, Erin, and I live in our hometown of Rome, New York, with our two children. Erin teaches second grade in the Rome City School District, and our family remains actively involved in supporting local non-profit and youth sports organizations.