Trust.  I believe that investors must choose a financial advisor with whom they can develop a close and trusting relationship. Only through this type of relationship can I truly become an expert on you - your short and long-term goals, your resources, and an infinite number of details unique to you.

Integrity.  Throughout my career, I have maintained a commitment to a fundamental promise: to invest my clients' money as carefully as I do my own. I am dedicated to providing my clients with comprehensive investment advice, as well as the highest level of personalized service.

Teamwork.  Here at Sage Rutty, we utilize a team approach to financial consulting with the availability of in-house specialists in the areas of fixed income, financial planning, and insurance. All of these specialists are available to assist me in servicing your financial needs.

Experience.  I have over eleven years of experience in the investment industry. Prior to joining Sage Rutty, I spent seven years working for a local investment advisory firm where I was responsible for the management of large individual and corporate portfolios with an emphasis on equity selection.

I earned my BS in both Finance and Computer Sciences from the University of Buffalo. I am a Registered Investment Advisor Representative and Uniform Securities Agent through the National Association of Securities Dealers. I also received my license from the New York State Insurance Department.

In my spare time, I am a ski and snowboard instructor at a local ski area. I also enjoy rock climbing, rollerblading, and golf.