Ask where to start, how to switch it up as life changes, and how to live the life you want.
I’m a proud graduate of State University of New York (SUNY) at Geneseo, where I received a Bachelor of Arts Degree in Economics, and the College for Financial Planning. In addition, I hold the CERTIFIED FINANCIAL PLANNER™ certification – exemplifying my commitment to the highest standards of integrity and professionalism. I began working in financial planning as a junior in college so you could say I have been doing this my whole adult life (probably longer)! You can read more about why I got into financial planning HERE. These early experiences taught me that there is a right and a wrong way to be a financial planner.
I was born and raised in Buffalo, NY the son of a teacher and auto industry executive. My wife, Rebecca, and I live in Elmwood Village of downtown Buffalo with our daughters Reese, Ruthie and Raffie and our golden retriever, Ruben.Sports have always been a big part of my life as I played golf, baseball and basketball in high school. I still play, but baseball has turned into bar league softball. Rebecca and I are avid bike riders (she is much better than me as she does triathlons and wins some!). A passion of both Rebecca and mine is travel so we try and go on as many trips as we can. You can read more about our travels in my years in review below. We are able to take so many trips because we try and stay with family or friends whenever possible and also use our credit card rewards for free flights and hotel stays.
Book your free consultation today to discuss your financial goals with a certified financial planning expert!
61 John Muir Dr Suite 100 Amherst, NY 14228
Phone: 716.837.3335 Fax: 716.837.3099
Email: switter@lincolninvestment.com
Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA / SIPC, www.lincolninvestment.com. Tax, Legal or Social Security claiming services are not offered through, or supervised by Lincoln Investment, or Capital Analysts.This site has been prepared solely for information purposes is not intended to be a solicitation, offer or sale of securities products or investment advisory services to anyone who resides outside of the United States. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Tax, legal or Social Security claiming services are not offered through, nor supervised by Lincoln Investment or Capital Analysts. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting.These calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.The Lincoln Investment family of companies nor any of its representatives is affiliated of New York State Teachers Retirement System (NYSTRS); and NYSTRS does not sponsor, authorize or endorse the retirement educational services described in this other communications of Lincoln Investment.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
