My Approach

Our goal is to provide the discerning affluent client added confidence about their financial future through client focused, innovative advice, delivered with a passion for uncompromising excellence from a loyal 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

23
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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)

My Videos

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