Growing up, I was fortunate to learn the importance of saving for retirement and the time value of money. I was encouraged to invest money into a retirement plan when I began my first full-time job. This advice was valuable, and it allowed me to see exactly how money compounded over time. I have had a personal interest in investing and helping others to understand the importance of saving for retirement.
I am a Port Allegany graduate, and live with my wife Kristin and our two sons, Liam and Adam, in the same small town that my wife and I grew up in. I am familiar with the challenges that educators face, as my wife has been working as a teacher for the last 16 years. I enjoy working with clients throughout McKean, Potter, Elk, and Cameron counties to assist them in setting and attaining their future goals for retirement. I relate to the individuals living in the rural communities that I service, and I enjoy building personal relationships and helping my clients attain the financial goals that they set.
I am an avid supporter of youth and high school sports, and I use that passion to give back to my community, by coaching youth football, basketball, and baseball. I also love traveling and making memories with my family. When I am home, I enjoy hiking, playing catch with my boys, and riding the side-by-side in order to take in everything that nature has to offer.
No two person’s situations are the same. How can you plan for your financial future and successfully anticipate every eventuality? As a Kades-Margolis Financial Professional, I work with many different tools and resources to assemble a plan that can help provide solutions in the event of unforeseen possibilities.