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

  • 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

Experience

? 21 ? 86 View scores
 
 
 

Areas of Focus

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

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
View Definitions

Education

  • Bachelor of Science in Accountancy, Villanova University, 1991

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