Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 9 - General Securities Sales Supervisor - Options Module Examination
  • Series 10 - General Securities Sales Supervisor - General Module Examination
  • Series 24 - General Securities Principal Examination
  • Series 31- Futures Managed Funds Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 65 - Uniform Investment Adviser Law Examination
  • Life, Health, and Variable Insurance Licenses

Education

  • Bachelor of Arts, Skidmore College, Saratoga Springs, New York

Interests

My family and I reside in Nassau County, NY and our office is located in Garden City, NY. In my free time I enjoy spending time with my wife and two kids. My favorite thing to do is travel - especially in the tropics, where I can enjoy the beach and the palm trees. I love exploring new cultures and trying new cuisines. When I'm not traveling, I'm looking for the best Chicken Parmesan on Long Island, bike riding, watching movies, going to the gym, and hanging out with my dog, Charlie.

Community participation

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2021