Advisor profile

Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Wealth Preservation Strategies

Education

  • Tulane University - Bachelors, Political Science, 1982-1986

Awards & recognition

  • Ameriprise Circle of Success, 2007, 2008, 2014
  • Five Star Wealth Manager, 2012 - 2016, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

  • Director of Marketing, Impulse Radio, New York, NY, 1999-2003
  • First Vice President, Salomon Smith Barney, New York, NY, 1987-1999

Community participation

I have been a volunteer with Norwalk Grass Roots Tennis (NGT)since 2009 as a Site Captain for our annual fund raising tournament and gala. NGT is dedicated to improving the lives of youths from broad socio-economic and cultural backgrounds. NGT teaches tennis and uses the sport to build confidence, leadership and team camaraderie in the youth it serves. Tennis is a great sport to bring to at-risk kids providing all the obvious benefits of exercise, teamwork, goal-setting, and the pursuit of excellence.

Interests

  • Tennis
  • Golf
  • Boating
  • Travel
  • Time with Family and friends

My photos

4 albums
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Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.