My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

  • Tennis, Golf, Guitar, Traveling, Music

Community Participation

  • Board Member of Huntington Townwide Fund
  • Member of Commack/Kings Park Rotary Club
  • Board member for The Right Start Foundation

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Investments
  • Estate Planning Strategies

Experience

9
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Awards & Recognition

  • Ameriprise Circle of Success, 2012
  • Ameriprise Circle of Success, 2011
  • Ameriprise Circle of Success, 2009
  • Ameriprise Circle of Success, 2008
  • Ameriprise Circle of Success, 2007
  • Ameriprise Mercury Award, 2006
  • Ameriprise Top Achiever Award, 2006

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC®  Chartered Retirement Planning CounselorSM
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Education

  • Bachelors of Finance, Pennsylvania State University

My Videos

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My Photos Show Thumbnails

Golf Academy @ Hamlet Windwatch

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.