Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
42
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Intergenerational Planning
  • Business Retirement Plans
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Family Finances
  • Saving for Education
  • Wealth Preservation Strategies

Qualifications

  • Series 7 Licensed
  • Series 8 Licensed
  • Series 5 Licensed
  • Series 31 Licensed
  • Series 63 Licensed
  • Series 65 Licensed
  • Life Insurance, Variable Annuity, and Health Licensed

Education

  • Bachelor of Arts, Siena College, Albany, NY
  • Masters Degree, Virginia Commonwealth University, Richmond, VA

Awards & recognition

  • Ameriprise Circle of Success, 2015-2019

Previous experience

  • Financial Advisor, Morgan Stanley, 2005-2014, Palm Harbor

Community participation

“For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Interests

I am fortunate to have been married to the same beautiful woman for the last 40 years. Susan and I have 4 children of our own, so we understand what it means to have dreams for your family and we understand what it costs to pursue those dreams. We have been blessed with 5 gorgeous grandchildren and I am guessing more to come. When we are not working or with family, you just might find us on the golf course or at a favorite restaurant with friends.