My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

  • Sports
  • Fishing
  • Reading
  • Coaching
  • Education / Teaching

Community Participation

South Farmingdale Soccer League - Coach

Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Retirement Planning Strategies

Experience

18

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • FINRA Series 7, 63, 65, 31
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Education

  • MBA, Adelphi University, 2011
  • BA, State University of New York at Stony Brook, 2000

Files for Download

My Videos

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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:39)

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    Be Confident in Our Strength

    Learn about the financial strength and soundness behind RiverSource® protection and retirement income solutions.

    (3:47)

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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.

    (4:18)

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My PhotosShow Thumbnails

200 Broadhollow Road Melville, NY 11747
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.