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

  • 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

Experience

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Areas of Focus

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

Awards & Recognition

  • Ameriprise Circle of Success, 2007-2015
  • Atlantic Region Elite Advisor Award, 2013-2015
  • Fidelity Advisor Council , 2013-2015

Qualifications

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

  • Bachelors of Finance, Pennsylvania State University

Files for Download

My Photos(3 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.

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