My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial advisor, life can be brilliant.

Interests

  • Family
  • Classic Rock Guitar.
  • Golf
  • Fishing
  • Traveling

Community Participation

Financial Planning Association - FPA.org American Heart Association - Heart.org Pro Bono Committee of the Financial Planning Association Senior Umbrella Network - Long Island - SUNN.Org Employee Assistance Professional Assocation - EAPA.ORG

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 1988-2010
  • Ameriprise Diamond Ring Club, 2008

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
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Education

  • B.A. Accounting State University of Binghamton, Binghamton NY
  • College for Financial Planning, January 1989.

Files for Download

My Photos(3 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.

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My Videos(3 videos) X

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