"Opportunity is often overlooked because it is dressed in overalls and looks like work" ~ Thomas A. Edison
I've made WNY my home by choice since 1975, leaving the metro NY area to attend UB. I graduated with degrees in English and History, as a member of Phi Eta Sigma (National Honor Society) and was Dean's List member for most of my time...
Chief Compliance Officer : Investment Advisor Representative
Dave manages my internal and external communications, works with clients to help them create their financial plans, and acts as a conduit to our custodians. Dave's been married to my stepdaughter Melissa (Baudo) since 2012 and is the...
Investment Advisor Representative