My Approach

I am committed to listening to my clients and I strive to be someone they feel comfortable talking with. I take the time to understand the financial concerns my clients carry with them. I bring my financial knowledge and experience to provide understandable solutions that address all types of financial needs through all phases of my clients' financial lives. You can feel confident that the advice I provide will reflect your personal dreams and goals.

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Interests

  • Family
  • Classic Rock Guitar.
  • Golf
  • Fishing

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

Areas of Focus

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

Experience

30

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

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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.