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.



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

Community Participation

Financial Planning Association - American Heart Association - 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



Awards & Recognition

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


  • Chartered Retirement Planning Counselor SM
View Definitions


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

Files for Download

My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Bring the Ameriprise Financial Wellness...

    Find out how adding to your total benefits package can make a difference for your business and your employees.


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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.


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    How will taxes affect your retirement?

    See how permanent life insurance can provide protection, retirement income and tax advantages – all in one.



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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.