I am a Southtowns native, born and raised in Hamburg, New York. I grew up the middle child and I was 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. My mom was the light in all our lives. Unfortunately, my mother died when I was just 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. But, more importantly, it taught me the increasing importance of time and how limited it really is. The moments we spend with the ones we love are the things that make life worth living.
Seeing my family go through a traumatic event like this showed me the importance of saving for college, retirement, a house, at very early age. My family has also been a client of Jeremy’s for over 14 years. During my early years at UB, I started speaking with Jeremy on my own. Sharing ideas on investment opportunities I had found, asking questions, and researching on my own. From my first encounter with my now mentor Jeremy Beck, President and Wealth Planner at Custom Wealth Strategies, I knew this was the man I wanted to learn from. I was very impressed with his investment philosophy and ideas, and 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 from the University at Buffalo with a financial analysis concentration, I immediately began studying to pass the Series 7 exam and accepted a full-time position at Custom Wealth Strategies, where I have the unbelievable opportunity of working with a knowledgeable team.
I serve as the President of the Kiwanis Club or Hamburg, giving back to the community that gave so much to me. I was also a proud Team Leader for Jeremy Beck’s Man of the Year Campaign in 2021 where we raised over $142,000 in 10 weeks!
When I am not guiding clients through the financial markets, I love to spend my time with those I care about. Whether it be my family or my friends, that is where I want to be.
As an advisor, my investment philosophy is simple: to do the very best for my clients, from continually working hard to see their retirement and planning goals come to fruition, to always carrying myself with honesty and integrity, and taking the time to ensure they know that I plan to share in all of their successes.