My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

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

Community Participation

South Farmingdale Soccer League - Coach

Experience

? 19

Areas of Focus

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

Qualifications

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

Education

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

Files for Download

My Photos(1 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.

My Videos(3 videos) X

View All Videos