My Approach

Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.

More...

Interests

  • I enjoy spending time with my wife and daughter
  • Fishing, golf, hiking and boating

Community Participation

As a member of the Industry Advisory Board for the Northport High School Academy of Finance, I help students and faculty build a foundation for careers and higher education in finance. I also volunteer on the Beach Committee for the Property Owners of Eaton's Neck Beach Association.

Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Small Business
  • Retirement Income Strategies
  • Estate Planning Strategies

Experience

22

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU®  Chartered Life Underwriter
  • ChFC®  Chartered Financial Consultant
View Definitions

Education

  • MBA Masters in Business Administration, Finance 1984 CW Post
  • BS Business Administration, Marketing 1982 CW Post, Brookville, NY
  • AAS Business Administration, SUNY Farmingdale, 1980

Professional Associations

  • Financial Planning Association

My Photos Show Thumbnails

Ameriprise Financial, Northport Village Office 155 Main Street, Northport NY 11768

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.