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
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • Syracuse University Bachelor of Science 1987
  • Onondaga Comunity College Associate in Science 1985

Awards & recognition

  • Ameriprise Circle of Success, 2008, 2010-2018, 2020
  • Diamond Ring, 2019
  • Ameriprise Circle of Success Hall of Fame, 2008, 2010-2018,

Community participation

Fayetteville Zoning Board of Appeals, NAVAC, Civil Air Patrol

  • NAVAC
  • Fayetteville Zoning Board Of Appeals
  • Civil Air Patrol
  • Abundant Life Christian Center

Interests

  • I have been a volunteer Paramedic for over 35 years. I enjoy
  • fencing especially with my daughter and am a private pilot
  • and an officer in Civil Air Patrol. My family and I enjoy
  • boating and Scuba diving on the week end, when not playing golf.

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.