My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

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

Interests

Spending time with family, friend and my dogs. I enjoying gardening and cooking.

Experience

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Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Qualifications

  • CFS®  Certified Fund Specialist
  • CMFC®  Chartered Mutual Fund CounselorSM
  • CRPC®  Chartered Retirement Planning CounselorSM
  • AAMS®  Accredited Asset Management SpecialistSM
  • AWMA®  Accredited Wealth Management Advisor
  • Series 7, 63, Life, Accident & Health Licensed
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Education

  • BA, Finance and Marketing, SUNY Albany 1994

My Photos(3 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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My Videos(2 videos) X