My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

I’m here to help you live the life you’ve earned. When you have the right financial 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(2 videos) X