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.



  • Tennis
  • Boating

Community Participation

  • Past Vice President and Member of the Bowne Park Civic Association
  • Volunteer with the USTA

Areas of Focus

  • Tax Planning Strategies
  • Domestic Partner Planning
  • Investments
  • Family Finances
  • Wealth Preservation Strategies
  • Estate Planning Strategies




  • FINRA Series 6, 7, 63, 65, 9, 10
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  • BS in Economics, Queens College, Queens, NY 1961
  • Certified Financial Planner Certification, Long Island Univ., Woodbury, NY 2000

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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    Be Confident in Our Strength

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


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    Our Confident Retirement® approach

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



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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.