My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.



  • Theater
  • Traveling

Areas of Focus

  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies




  • Series 7
  • Series 63
  • Series 65
  • Life, Health & Variable Annuity license
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  • Bachelors Degree - Hunter College

Professional Associations

  • North Dade South Broward Estate Planning Council

Previous Experience

  • Citigroup Global Markets - Financial Advisor, 1994-2009
  • Compulife Investor Services - Fianacial Advisor, 1990-1994
  • Dean, Witter, Reynolds - Financial Advisor, 1984-1990

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.


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    The secure site on

    Watch our video for an introduction to the secure site and learn more about working with your advisor online.


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    Total View: Your complete financial...

    View your accounts from other financial institutions in one secure place.


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    Your future well-being in retirement

    MIT Age Lab Director Joe Coughlin discusses how technology and design are impacting our future.


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    Home is where the heart is

    A client is able to continue her lifestyle after the unexpected death of her husband thanks to life insurance.


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    Keeping dreams alive

    Business owners Bill and Karen Edwards were able to keep their dreams alive because of their decision to purchase disability income insurance.


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    You should be on vacation, not your assets

    You've worked hard all of your life. Shouldn't your assets be doing the same? Find out how you can put your lazy assets to work protecting against the unexpected costs of long-term care.



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Photo Albums

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.