Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. 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, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Insurance
  • Investment Management
  • Charitable Giving
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Investments
  • Employee Stock Options
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Family Finances
  • Estate Planning Strategies
  • Saving for Education
  • Small Business
  • Women's Financial Strategies

Education

  • B.A., Economics ,1987 , Pennyslvania State University
  • Chartered Financial Consultant, 1997, American College
  • Chartered Life Underwriter, 2000, American College
  • Chartered Advisor for Senior Living, 2007, American College

Awards & recognition

  • Five Star Wealth Manager, 2012-2022

Community participation

Italian American Heritage Council Member

American Cancer Society Professional Advisor Network

Philabundance Volunteer

Interests

  • Spending time with family is a priority
  • Fitness enthusiast
  • Fan of all Philadelphia sport teams

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.