At Interra Investments, located at Interra Credit Union, you will find that our focus is on you. The investment strategies I recommend are tailored and customized to address your own unique needs. With nearly two decades of financial experience, I will be working with you to pursue your long-term financial goals.

Being a Financial Advisor is more than a job for me. I am passionate about building meaningful relationships and getting to know you and your financial situation better than anyone else. Witnessing the consequences of poor financial decisions made by people investing on their own inspired me to work in environments like the one Interra Investments provides. Here I can offer sound advice and help members avoid costly mistakes.

One of the most rewarding aspects of my career is helping individuals and families pursue long-term investment success. I have concluded repeatedly that “it’s time in the market, not timing it” that can contribute lasting results. My approach is rooted in uncovering what my client’s needs are and then showing them how the strategies we review together address them. This empowers clients to make informed and educated decisions that ultimately allow them to work toward their goals.

I attended LeMoyne College in Syracuse, New York, where I earned a bachelor’s degree in English/Communication with minors in Business and Philosophy. I later completed my MBA in Finance at Woodbury University. This diverse educational background allows me to bring a well-rounded perspective to wealth management and financial planning.

I am excited to have recently moved into the community, along with my wife and daughter. In my free time, I enjoy spending time with my family and cheering on my favorite football and baseball teams.

My personal mission is to foster trust, deliver thoughtful advice, and help clients navigate the complexities of financial markets. I look forward to building lasting partnerships and contributing to the success of our community.