I am dedicated to helping you build wealth through thoughtful, efficient, and purpose-driven financial planning. By developing personalized strategies, I’ll guide you in reflecting on the deeper questions about wealth—What does it mean to you? How will it shape your life? How can it impact those ...more

I am dedicated to helping you build wealth through thoughtful, efficient, and purpose-driven financial planning. By developing personalized strategies, I’ll guide you in reflecting on the deeper questions about wealth—What does it mean to you? How will it shape your life? How can it impact those you care about? — and translate your answers into actionable plans that align with your unique goals and values. With financial planning as the foundation, my approach ensures every decision is intentional, geared towards maximizing your assets and safeguarding your future. Together, we’ll create a plan that not only grows your wealth but also empowers you to live a life that aligns with your values. Whether you’re planning for the future, navigating changes, or seeking clarity on your financial path, I am here to provide strategies that inspire confidence and guide you toward your financial goals. At OakWood Financial Services, we build lasting relationships rooted in trust and understanding by listening closely to your goals and delivering the guidance you need to feel informed and confident in your financial decisions. Since our founding in 1999 as an independent firm, our focus has always been what’s right for you. Our team-based approach is designed to prioritize your needs and put clients first. 190 Linden Oaks, Suite A, Rochester, NY 14625 81 Main Street, Suite 101, Geneseo, NY 14454 (585) 787-6870 The Financial Advisor associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Securities and Advisory Services offered through Commonwealth Financial Network, Member www.finra.org - www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.less