My Approach

My goal is to help assist the discerning affluent individual and family to feel more confident about their financial future by looking to provide personal, customized advice, delivered one client at a time by a team of seasoned professionals.

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Interests

Enjoys playing guitar and piano, skiing, traveling and cooking

Community Participation

St. Francis of Assisi - Music Ministry - Greenlawn, NY

Areas of Focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Insurance

Experience

24
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Awards & Recognition

  • Ameriprise Diamond Ring Club, 2005
  • Ameriprise Circle of Success, 2002 - 2011
  • FIVE STAR Wealth Manager1, 2009, 2010, 2012

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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Education

  • B.S. Biological Sciences - Chemistry SUNY Albany (1988)

Previous Experience

  • Financial Advisor, Ameriprise Financial Services, Inc. Melville, NY, 1991 - 2010
  • Investment Representative, Dreyfus Service Corporation, Uniondale, NY, 1990 - 1991

Files for Download

My Videos

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