My Approach

As a financial advisor focusing on working with pre-retired clients, I can give you the extra confidence that comes from a partnership with someone who understands your financial goals, needs and dreams. You'll feel comfortable knowing that my primary focus is on creating a one-to-one relationship that provides tailored financial solutions specific to your needs.


Community Participation

I attended the IEEE Workshop on Multimodal and Alternative Perception for Visually Impaired People (MAP4VIP) in July 2013.

Partipated in APICS New York City - Long Island Chapter's "Company - Student Meet & Mingle Event" on April 28, 2014.

Areas of Focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Saving for Education
  • Small Business
  • Estate Planning Strategies




  • MBA, Finance - Pace University
  • MS, Materials Science - University of Connecticut
  • BS, Chemistry - Pace University

My Videos

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    Watch Passions, the latest TV commercial...

    What inspires you? Whether it’s a personal passion or a new profession, when you have the financial confidence that comes from working with an advisor you trust, you can explore endless possibilities.


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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.



My PhotosShow Thumbnails

Thatched Cottage in Centerport, NY
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.