Hello there! I’ve spent over the last 5 years with Encompass Advisors, after being handed the torch from my father, Gary Castine when he retired at the end of 2022. Prior to that I spent over 7 years with Paychex Inc.
I am a CERTIFIED FINANCIAL PLANNER™ that believes in integrity, and helping our clients achieve their financial goals. I work with our clients on Financial Plans, as well as Tax preparation services, Tax issues, life insurance, long-term care insurance, retirement planning, and estate planning (I can even help you with your Wills, POAs, and Healthcare Proxies).
I am very passionate about my alma mater the University of Buffalo! Class of 2010.
When I’m not helping our clients, I enjoy spending time with my wife, Katlyn, and 2 boys, Austin and Brayden. Making memorable experiences is a passion of mine. I’ve also been an avid Buffalo Bills fan my entire life. I love to play golf in the summer. I look forward to getting to know you better and to work on your financial dreams together.