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
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Tax Planning Strategies
  • Investments
  • Investment Management

Education

  • BA- Social Science , Business Management, University of Stonybrook, Stony Brook ,NY
  • A.S Criminology, Nassau C.C, Uniondale, NY

Awards & recognition

  • Ameriprise Circle of Success, 2018-2021

Interests

My family and I frequently travel to and vacation at our home in Walton, NY in the Catskill Mountains.

I am an avid motorcycle rider and Harley Davidson enthusiast . I own two Harley's that I enjoy riding up in the mountains.

My family and I are also involved with Martial arts and are big fans of UFC. I frequent Las Vegas quite a bit, as I work with several professional Athletes.

My photos

3 albums
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