My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Thoroughbred Horse Ownership, Breeding and Racing - Currently, I am a partner in two 4 year olds and one 3 year old trained by Edward Coletti, Sr. and managed by Bob Hutt of Fantansy Lane Stable. One Sock Down's Winner's Circle pictures of his maiden victory at Gulfstream Park in December 2011 are posted in "My Photos".
  • Amateur Golf - Currently, I am a member of the Golf Club of New Jersey and the John Caliendo Winter Golf League. I also play Monmouth County and NJ State tournaments I can qualify for. Each fall, I am the title sponsor of one of the season ending GCNJ events - the last two years' winner's photos are posted in "My Photos".

Community Participation

Areas of Focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Experience

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Awards & Recognition

  • Protect. Grow. Give®, RiverSource Life Insurance Company1, 2012
  • Protect. Grow. Give®, RiverSource Life Insurance Company2, 2011
  • Ameriprise Circle of Success, 2005

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CDFA™  Certified Divorce Financial Analyst
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Education

  • Bachelor of Science in Accountancy, Villanova University, 1991

My PhotosShow Thumbnails

First GCNJ tournament victory ever, Twisted Dune March 16, 2013.

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.