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.



There are a wide variety of passions in my life. At the top of the list are my four children: Matthew, Megan, Maya and Jake. On the weekends there is never a dull moment. Sports are also a strong passion of mine, I enjoy playing and watching football, baseball, golf and tennis. In addition, I have been practicing brazillian jiu jitsu at the serrabjj academy in Huntington, NY, and have been a member of the competition team for the past four years. Cooking and traveling are hobbies of mine, and nothing is better than spending quality time with my beautiful new bride Lisa.

Community Participation

  • Youth Sports Teams in the Northport Community

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Investments
  • Small Business
  • Family Finances




  • university of miami
  • long island university- cw post

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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    Be Confident in Our Strength

    Learn about the financial strength and soundness behind RiverSource® protection and retirement income solutions.


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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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200 Broadhollow Rd Melville, NY 11747
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.