My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • I enjoy a relaxing drive out to Montauk Point
  • I enjoy getting involved in my community

Community Participation

  • I donate my time to many area organizations: Special Olympics, Parkinsons Research, World Wildlife Foundation, Ovarian Cancer Foundation.

Experience

? 30

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education

Awards & Recognition

  • Top 100 Branch Managers Nationwide - On Wall Street1, 2010, 2009

Qualifications

  • FINRA Series 3, 4, 7, 8, 24, 63, 65
  • Life, Accident & Health - NY, NJ, CT, NH
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Education

  • SUNY at Albany - Bachelors of Science in Finance

Files for Download

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My Photos(2 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.

My Videos(1 videos) X