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.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

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

Areas of Focus

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

Experience

16

Qualifications

  • Institute of Business and Finance - Certified Annuity Specialist®
  • Institute of Business and Finance - Certified Funds Specialist®
  • College for Financial Planning - Chartered Mutual Fund Counselor®
  • College for Financial Planning - Chartered Retirement Planning Counselor®
  • College for Financial Planning - Accredited Asset Management Specialist®
  • College for Financial Planning - Accredited Wealth Management Advisor®
  • College for Financial Planning - Chartered Retirement Planning Specialist
  • Series 7, 63, Life, Accident & Health Licensed
  • SUNY Albany, B.A. Finance, Economics & Marketing
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Education

  • BA, Finance and Marketing, SUNY Albany 1994

My Videos

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My Photos Show Thumbnails

National Day of Service-Team 1 at Long Island Cares.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.