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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Retirement Income Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life and Health

Education

  • BA, Finance, 2002, Manhattanville College, Purchase, NY

Community participation

Ameriprise proudly supports Wounded Warrior Project and Warriors to Work.

Interests

About two years ago I began taking my physical health more seriously. I joined a CrossFit gym, started eating clean and it has changed my life giving more energy and strength. I also enjoy running, riding my bike (outdoor or Peloton) and paddle boarding. My son Steven and I spend lots of time caring for our house full of creatures, our dogs, Raphael & Oscar, cat Chica, snake Noodles and tortoise Gunther.