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

 

  • Travel Lacrosse Coach - TEAM Smithtown

Experience

? 17 ? 97 View scores
 
 
 

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Awards & Recognition

  • Ameriprise Circle of Success, 2005,2006

Qualifications

  • CDFA™  Certified Divorce Financial Analyst
View Definitions

Education

  • SUNY GENESEO 1991 B.S Management Science

Professional Associations

  • Institute for Certfied Divorce Financial Analysts

My Videos(1 videos) X