My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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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

Areas of Focus

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

Experience

20

Awards & Recognition

  • Barron's America's Top 100 Independent Financial Advisors 1, 2010, 2011, 2012, 2013, 2014
  • 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
  • NABCAP Premier Advisors 4, 2012-2013
  • Ameriprise Premier Franchise Consultant, 2011-2013

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

Files for Download

My Videos

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My PhotosShow Thumbnails

National Day of Service at Long Island Cares

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.