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.

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Interests

  • Classical Pianist
  • Fly Fishing
  • Golf
  • Avid Sports Fan

Community Participation

  • United States Merchant Marine Officer
  • House of Worship, Lindenhurst, NY

Areas of Focus

  • Tax Planning Strategies
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Insurance

Experience

30

Qualifications

  • Series 7, 63, 65
  • NY Life, Accident & Health Insurance
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Education

  • BBA in Finance, Adelphi University, Garden City, New York, 1984

Previous Experience

  • Oppenheimer & Co., Inc. Melville, NY, Vice President-Investments, 2006 to 2009
  • Citigroup SmithBarney, Jericho, NY, Financial Advisor-Financial Planning Specialist, 1994 to 2006
  • Paine Webber Inc., Garden City, NY, Financial Consultant, 1994 to 1994
  • Harlow Meyer Savage, Inc., One World Trade Center, New York, Currency Deutche Marks Broker, 1986 to 1991
  • Dean Witter Reynolds, Inc. One World Trade Center, NY Mutual Fund Accountant, 1984 to 1986

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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.