My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • I enjoy spending time with my wife and 2 sons
  • Active in my children's sporting activities
  • I'm an occasional golfer as time permits
  • Enjoy cooking and entertaining family and friends

Community Participation

  • Volunteer Youth Financial Enrichment Program

Experience

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Areas of Focus

  • Retirement Plan Distribution
  • Saving for Education
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Intergenerational Planning
  • Insurance
  • Employee Stock Options
  • Small Business

Awards & Recognition

  • Ameriprise Circle of Success, 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • M.B.A., Business, Dowling College, Oakdale, NY
  • B.S., Aeronautics, Dowling Collge, Oakdale, NY
  • A.A.S., Aerospace, State University of New York, Farmingdale, NY

Professional Associations

  • Advanced Advisor Group
  • Financial Planning Association
  • Circle of Sucess

Files for Download

My Photos(1 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.

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