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.


  • Spending quality time with my family
  • Skiing
  • Golf

Community Participation

  • Committee Chair, Diabetes Research Institute
  • Committee Member, Pine Hollow Golf Outing for Juvenile Diabetes
  • Platinum Sponsor, The Rod Gilbert Dri Golf Classic
  • Participant in the Tour de Cure, Juvenile Diabetes Research Foundation
  • Donor, Sephardic Temple, Long Island, NY


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Areas of Focus

  • Retirement Income Strategies
  • Insurance
  • Investments
  • Retirement Plan Distribution

Awards & Recognition

  • FIVE STAR Wealth Manager1, 2014, 2015
  • Ameriprise Circle of Success, 2013


  • Series 7, 63, 65
  • Life, Accident & Health Insurance
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  • B.S. in Management, Binghamton University, Binghamton, NY, 2002

My Photos(1 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.

My Videos(2 videos) X