Advisor profile


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36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Investments
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Central Connecticut State University, BS Business Administration

Awards & recognition

  • Eagle Scout, Troop 28 Waterbury, CT, 1981
  • Ameriprise Circle of Success, 2007

Previous experience

  • Connecticut Community Investment Corporation, Small Business Lender,, New Haven CT, 1999-2001

Community participation

Coach of youth baseball team and soccer team in New Hartford

Past President of Rotary Club, Newington, CT

Eagle Scout and Cub Scout Den Leader, New Hartford, CT

Interests

  • Currently reside in New Hartford, CT with my wife Jennifer and 3 children.
  • Hobbies include golf, fishing, hiking and biking.
  • I am a huge Yankee, UConn basketball and NY Jets fan.
  • Cub Scout den leader Pack 19

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach.