My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

I have a wide variety of interests and goals. I love spending time with my family. I like to travel and spend time at the beach in the summer. I am deeply involved with my children's sports activities; some of which include basketball, tennis, dance and soccer. I am an avid reader and keep abreast of current events. When time permits, I enjoy watching and attending sporting events.

Areas of Focus

  • Tax Planning Strategies
  • Investments
  • Insurance
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies

Experience

19
100 View scores
 
 
 

Education

  • Bachelor of Arts in Psychology, Skidmore College, 1989

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Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.