Find Top Financial Advisors in Lakeville, New York

As the President and Co-Founder of Stone Creek Advisors, LLC, a fiduciary investment management firm headquartered in Western New York, I am focused on developing and maintaining relationships with individuals, plan sponsors, endowments & foundations, and other professionals in the Western New York region and around the country. I am committed to providing real-world solutions to help individuals and organizations reach their goals and objectives over meaningful time periods through thoughtful data driven active asset allocation with risk management as the top priority.

I have been working in the investment industry for two decades. My focus is on creating custom solutions to meet the individual goals and objectives of each client. I take great pride in my work and continuously strive to add value for my clients. It is extremely fulfilling to be able to help interested parties find the most suitable solutions to meet their needs. My deep respect for and commitment to my clients has allowed me to build many meaningful and lasting relationships.

I greatly enjoy spending time with my family, and my hobbies include reading, watching movies, and being a huge Buffalo Bills fan.

Stone Creek Advisors is a fee based, fiduciary, investment management firm headquartered in Buffalo, NY. We employ a data driven, disciplined, repeatable process to take the emotion out of investment decisions. Strict investment guidelines, investment discipline, guardrails, and monitoring tools keep risk management at the forefront of our practice. We proactively adjust client portfolios to capitalize on opportunities created by investor over and under reactions in the market. We believe that a solid financial plan is the most important step to reach investor's goals. We work with our clients to design their personalized portfolio around their ideal vision for their future. Over time, we will transition their taxable portfolio(s) slowly and do periodic tax loss harvesting to manage their tax liability.

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What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.