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

Coaching sports for my community and spending time with family and friends.

Community Participation

  • Coaching: I am an active member in St. Patrick's in Smithtown NY- Focus on coaching Baseball, Football, Soccer, & Basketball.

Moxxie Mentoring Foundation

Long Island Cares

Child Abuse Prevention Services (CAPS)

RDH12 Fund for Sight

Wounded Warriors Project

Mary Brennan Inn

Experience

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Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Wealth Preservation Strategies
  • Investments
  • Charitable Giving
  • Tax Planning Strategies

Awards & Recognition

  • Barron's America's Top 100 Independent Financial Advisors 1, 2010, 2011, 2012, 2013, 2014,2015
  • Barron's Top 1,000 Advisors - State by State Listing 2, 2009, 2011, 2012, 2013, 2014
  • Ameriprise Hall of Fame , 2011
  • Ameriprise Circle of Success, 1995-2013
  • Ameriprise Chairman's Advisory Council, 2002-2013
  • Ameriprise Diamond Ring Club , 2006-2013
  • FIVE STAR Wealth Manager3, 2013-2014
  • Ameriprise Premier Franchise Consultant, 2011-2013
  • Ameriprise Alex M. Alexander Award, 2014

Qualifications

  • CRPC®  Chartered Retirement Planning CounselorSM
  • AAMS®  Accredited Asset Management SpecialistSM
  • CMFC®  Chartered Mutual Fund CounselorSM
  • AWMA®  Accredited Wealth Management Advisor
  • CRPS® Chartered Retirement Planning Specialist
  • CAS ® Certified Annuity Specialist
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Education

  • State University of New York at Albany - B.A. Business Administration 1994

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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