Broker Check

Both, Branch & Hendrix Building
128 South Union St.
Olean, NY 14760

LinkedIn

(716) 307-5912

 

Team

My goal in building this practice has been to utilize a range of trusted partners to offer clients solutions to:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

I also take seriously the job of helping to answer:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

With over 25 years of experience I have helped many people just like you with similar issues and concerns. I take pride in providing a plan of action that you understand and will meet your expectations.

 
I assist individuals who have accumulated assets and are concerned with how to provide for themselves and protect those they love.

Read more