My Philosophy

I've been helping people reach their goals for 13 years.

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.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Qualifications

Chartered Mutual Fund Counselor
Accredited Asset Management Specialist

Professional Associations

Connecticut Partnership for Long Term Care Certified

Areas of Focus

Asset Allocation
General Financial Planning
Income Tax Planning Strategies
Investment Advice
Family Planning/Family Changes
Retirement Planning Strategies
Protection and Insurance
Saving for Education

License Information

I am licensed and registered to conduct business in CT.

Based on licenses and registrations I hold, I may also conduct certain business in ME, IL, VT, AZ, CA, CO, NJ, NY, OR, PA, SC, VA, FL, MA

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