
Registered Representative at Summers Financial Services
Rochester, New York Area

Registered Representative at Summers Financial Services
Rochester, New York Area
People often ask me what I do for a living. I tell them I help people. Give me 15 minutes of your time and I will show you and tell you how. I save financial lives! I am an independent Financial Planner working with hundreds of companies, solving my client’s needs for insurance and investments. I work with them to accomplish their goals. I am also the current president of the Victor Farmington Rotary Club. We are helping people in our community and around the world.
College Planning, Retirement Planning, Employee Benefits such as 401(k), Simple IRA, SEP IRA, Single K, Group Health, Life/Disability/Long Term Care Insurance agent.
(Financial Services industry)
October 2003 — Present (6 years 2 months)
(Financial Services industry)
May 1987 — Present (22 years 7 months)
(Financial Services industry)
May 1987 — July 1994 (7 years 3 months)
LUTCF , Insurance , 1993 — 1994
Fishing, Hiking, Camping, Snowshoeing, Skiing, Hunting, Poker, Home Beer Brewing, Golf, Vegetable Gardening, doing anything with my wife and 3 kids.
Victor/Farmington Rotary Club, BBB of Western NY, Victor Chamber of Commerce, Member of NFIB
Rotary Paul Harris Fellow
NIAFA- National Sales Achievement Award
NIAFA- National Quality Award
Connecticut Mutual Rochester Agency Rookie of the Year
Prudential 3X Regional Business Qualifier