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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.

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Interests

Spending time with my family, Stacy, Emma, Sam and my two dogs Kona and Murphy.

Raising funds for diabetes research.

Training for the 2013 NYC Half Marathon, Gran Fondo bike race, triathlons and the 2013 NYC Marathon.

Community Participation

  • Tour de Cure Diabetes Foundation supporter and participant

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Investments
  • Estate Planning Strategies

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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