My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.


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

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.


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Areas of Focus

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


  • CFS®  Certified Fund Specialist
  • CAS® Certified Annuity Specialist
  • Series 7, 66, Life, Accident & Health Licensed
View Definitions


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

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(2 videos) X