My Approach

Are you financially on track to live the life you want? I can help you plan for your dreams and goals – now and in the future – with our exclusive Confident Retirement® approach. It starts with a personalized conversation. We’ll discuss your financial needs, such as covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. From there, we’ll break your financial goals down into doable steps to help take the uncertainty out of your financial future.

Retiring in the next five years? Take our 3-Minute Confident Retirement® check. Your responses will help jumpstart our conversation.

More...

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

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

31

Awards & Recognition

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

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Retirement Planning Counselor SM
View Definitions

Education

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

Files for Download

My Videos

More...

My PhotosShow Thumbnails

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.