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.



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


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Awards & Recognition

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


  • ChFC®  Chartered Financial Consultant
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  • 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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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.