President, Buffalo Financial
Financial Advisor, RJFS
I am a Southtowns native, born and raised in Hamburg, New York. I grew up the middle child, raised by two loving parents, my father Anthony, and my mother Laurie. My mother was always the one in the family that showed us how to have fun, and how to plan accordingly. She was the light in all our lives who we unfortunately lost when I was 11 years old. Going through such a traumatic experience at a very young age, really forced me to take on more responsibility and mature earlier than most. But, more importantly, it taught me the increasing importance of time and how limited it truly is. The moments we spend with the ones we love are the things that make life worth living.
Going through such a life-altering event forced me to mature much quicker, the silver lining for both me and my family being that it showed me the importance of saving for college, for retirement, for a new home, or even for a completely unexpected event, at a very early age. Both my immediate and extended family have been clients of Jeremy’s for over 20 years. During my first year at the University at Buffalo (UB), I started speaking with Jeremy on my own. Sharing ideas on investment opportunities I had found, asking questions, and researching the companies and suggestions he made during our talks. From my first encounter with my now mentor and partner Jeremy Beck, Founder & CEO of Buffalo Financial, I knew this was the man I wanted to learn from. I was incredibly impressed with his investment philosophy and ideas, and even more so in the way he made even the most complex investments easy to understand and breakdown.
Jeremy offered me an internship during my time at UB, where my main task was to assist in the development of a recession timing indicator known as “The Beck Index”. This was an incredible opportunity, and I gained a wealth of market knowledge during the experience that I still apply to my trading philosophy today. After my graduation, where I achieved a degree with a financial analysis concentration, I immediately began studying to pass the Series 7 exam and after accomplishing that, I accepted a full-time position at Buffalo Financial, where I have the unbelievable opportunity of working with a knowledgeable and caring team. During my third year as a wealth planner at Buffalo Financial I was offered and graciously accepted the title of president of the practice. Although my wealth planning role remains, this new title isn’t something I take lightly. I take on the joint responsibility of ushering Buffalo Financial into a new chapter, one in which our investment philosophy may remain the same, but our goal and focus being to ensure both our current clients as well as prospective see what we believe the Buffalo Financial Difference is. Every advisor sets out to do well for their clients, but here at Buffalo Financial we make it a core value. Whether you are a novice or experienced investor, whether you are just starting your investment planning or are retiring next year. We do not consider ourselves successful unless your goals are well-defined, that every question and worry is addressed, understood and a path forward is planned.
Our investment philosophy although incredibly simple, remains the same, to do our very best for each client. To offer clear, carefully curated advice. To help you make your goals come to fruition, and by carrying ourselves with honesty and integrity, by giving every client the time and care they deserve. To celebrate every goal as if they were my own.
When I am not guiding clients through the financial markets, I serve as a member of the Kiwanis Club of Hamburg, giving back to the community that gave so much to me, organizing several events every year for the residents of my hometown. I was also a proud team leader for Jeremy Beck’s Man of the Year* Campaign in 2021 benefiting the Leukemia & Lymphoma Society (LLS), where we raised over $142,000 in 10 weeks. His campaign was so meaningful to every member of the Buffalo Financial Family that we now take part in raising funds for three local charities and organize more than five annual events to benefit LLS, as well as O’Shei Children’s hospital. In my free time, I love to spend my time with those I care about most, my family, friends, and girlfriend Emma. I am a nerd at heart and enjoying playing the latest video games with friends. When I need a break from screentime (as Emma would say) I love to travel, hike and go to concerts. I am also a die-hard Buffalo Bills fan and attend as many games as I can!
Investing involves risk and you may incur a profit or loss regardless of strategy selected.
*Raymond James is not affiliated with the above organizations and/or charitable causes.
*Award was won while at previous firm. 2021 LLS Western New York Man of the Year, created by Leukemia & Lymphoma Society. This award is based on dollars raised for the charity in a 10-week period and is not specific to financial services and does not imply an endorsement, recommendation, or otherwise reflect the performance of the advisor. For more information go to https://www.lls.org/news/man-woman-year-more-title-its-all-about-curing-cancer
