Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Investment Management
  • Investments
  • Intergenerational Planning
  • Family Finances
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • The College of New Jersey, Trenton, NJ Bachelor of Arts in Science - 1989
  • American College, Bryn Mawr, PA Chartered Financial Consultant- 2001

Awards & recognition

  • Ameriprise Circle of Success, 2020-2021

Community participation

Interests

I enjoy golfing once a week during the warm weather in South Jersey and an annual golf trip to Myrtle Beach.

I love watching my daughter play competitive tennis.

I spend time with my family and friends on the beach in the summer.

I enjoy our annual ski trip with family and friends to places like Okemo, Lake Placid and the Poconos.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.