
Timeline
About me
Partner, Wealth Manager and Director of Retirement Plan Services at Blue Water Capital Management, LLC
Education

Syracuse university - martin j. whitman school of management
2003 - 2007B.s. finance & entreprenuership
Experience

Axa advisors
Apr 2008 - Apr 2010Financial advisorSpecialized in retirement planning for individuals in the NYS Pension and 403(b) marketplaces. Provided comprehensive life insurance solutions to meet needs of individuals.

Blue water capital management, llc
Aug 2011 - nowManagement of institutional retirement plans.Member of the Investment Committee. Educating and advising individuals on investments, financial planning and wealth management.Business development and strategy. Management of institutional retirement plans.Educating and advising individuals on investments, financial planning and wealth management.
Partner, Director of Retirement Plan Services
Oct 2016 - nowDirector of Retirement Plan Services and Wealth Manager
Aug 2011 - now
Licenses & Certifications

Chartered retirement plans specialist
College for financial planningOct 2012
Volunteer Experience
President
Issued by Syracuse University Martin J. Whitman School of Management Alumni Club of Central New York on Jul 2019
Associated with Thomas Brown, CRPS®
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