My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement 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. Your responses can help jumpstart our conversation.

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Interests

  • Boating
  • Fishing
  • Spending time with friends and family
  • Fundraising

Community Participation

  • Animal Rescue
  • Investment Lecturing for Senior Citizens

Areas of Focus

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Experience

28
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Qualifications

  • FINR Series 7, 63, 65 Licensed
  • NY State Life, Accident & Health Insurance Licensed
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Education

  • BS in Finance and Economics, C.W. Post College

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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.