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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.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

  • Travel
  • Sailing
  • Golf
  • Reading
  • Film
  • Cooking

Community Participation

  • Executive Board Member, Catholic Charities Brooklyn Queens-Peoples of Progress, New York City Affordable Housing Developer

Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Investments
  • Estate Planning Strategies

Experience

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2009, 2010, 2011

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Universidad del CEMA, MS Capital Markets-Finance, 1998-1999
  • Hobart College, BA Political Science, 1993