My Philosophy

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Community Participation

Watertown Rotary Club
New York State Zoo at Thompson Park, Board of Directors
Church organist, Our Lady of Sacred Heart Church
Pianist, Frank Sacci Orchestra

License information

I am licensed and registered to conduct business in NY.

Based on licenses and registrations I hold, I may also conduct certain business in FL, MD, VA

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Visit the Knowledge Center to learn more

Investment Advice
Income Tax Planning Strategies
Retirement Planning Strategies
Small Business
Protection and Insurance
Estate Planning Strategies
Charitable Giving
Saving for Education
Asset Allocation
General Financial Planning

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