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.

Community Participation

  • Ameriprise National Day of Service - Long Island Cares
  • Fundraiser for the Leukemia & Lymphoma Society®

Experience

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Areas of Focus

  • Retirement Planning Strategies
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Saving for Education

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • BS-Finance, Long Island University, C.W. Post
  • Series 7 - General Sercurities Representative
  • Series 66 - Combined Investment Advisory Agent and Uniform State Exam
  • NY State Life, Health, Accident, Long Term Care and Variable Annuites License
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Education

  • Bachelor of Science, Business Administration, Finance
  • Long Island University, C.W. Post Campus

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(1 videos) X