Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™
  • CAS® Certified Annuity Specialist®
  • CFS® Certified Fund Specialist
  • CEPA® Certified Exit Planning Advisor®
  • Series 7, 66, Life, Accident & Health Licensed

Education

  • B.S. - Finance & Management, University at Albany Business School, Albany NY

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Kuttin Wealth Management, Barron’s Top 100 Private Wealth Management Teams, 2021

Community participation

JDRF - Juvenile Diabetes Research Foundation International

Marcie Mazzola Foundation "Helping Children in Need"

March of Dimes Foundation

National Stroke Association

Make-A-Wish Foundation

The Bridge to Life Inc.

Interests

  • Traveling To One New Country Every Year
  • Training & Teaching Nokado / Jiu Jitsu
  • Playing Beach Volleyball with Family & Friends
  • Coaching Long Island Youth Soccer Teams

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.