I have been helping clients solve their financial problems for over 12 years. I established DDO Advisory Services, LLC to assist clients on a wide range of financial issues, and have been a CFP® practitioner since 2005.
I work closely with clients in developing customized financial planning solutions, which may include a retirement, tax and estate planning, an insurance program (life, disability, long-term care), as well as managing investments.
I live in Rhinebeck, NY with my wife and three kids.