My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

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Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Domestic Partner Planning
  • Investments

Experience

18

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
  • CFS®  Certified Fund Specialist
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Education

  • 1999 New York University - New York, NY - Certificate in Financial Planning
  • 1986 Providence College - Providence, RI - BS Marketing

My Photos Show Thumbnails

Recently I lead a team of Ameriprise clients, advisors, and staff in NYC for our first National Day

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.