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My Approach

Ameriprise Private Wealth advisors know that affluence is about more than just money. It’s a way for you to live the life you’ve always imagined and to accomplish the things you’ve dreamed about. We also know that wealth brings responsibility and complexity. Just as you’ve worked hard to reach a level of affluence and comfort in your life, you now need to manage and protect all that you’ve achieved.

Private Wealth Advisors have extensive experience helping clients like you deal with the complexities of wealth. We work closely with you to explore the full range of opportunities your wealth can bring, and advise you on the best strategies for harnessing its potential throughout your life. Depending on your particular situation, we offer sophisticated financial solutions that can help you:

  • Provide for future generations
  • Give to causes you care about
  • Preserve your wealth so that you can maintain your lifestyle throughout retirement

This level of attention and experience is something you can only get from a highly experienced professional who specializes in fulfilling the needs of wealthy clients like you.

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Community Participation

Board of Finance ; Gunn Memorial Library & Museum, Washington CT

Board Member ; American Indian Architectural Institute, Washington, CT

Board of Finance ; Naugatuck Valley Community College, Waterbury CT

Areas of Focus

  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Employee Stock Options
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Small Business

Experience

Awards & Recognition

  • Ameriprise Circle of Success Hall of Fame, Inducted 2006
  • Ameriprise Chairman's Advisory Council, 2003-2013
  • Ameriprise Circle of Success, 2003-2013

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
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Education

  • St. Bonaventure University ; 1977 - 1981. St. Bonaventure, NY
  • Pace University ; 1982 - 1983. Masters Business Administration. New York, NY

My Videos

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