Advisor profile


My approach

Verita Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc. works with select individuals, professionals and small businesses that are in pursuit of financial harmony. We help build confidence by designing tailored solutions so you can achieve the work and life balance you desire.

V E R I T A

Value

Excellence

Respect

    Integrity

Trust

Acumen

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Employee Stock Options
  • Small Business
  • Insurance
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CLU® Chartered Life Underwriter®
  • CIMA® Certified Investment Management Analyst®
  • ChFC® Chartered Financial Consultant®

Education

  • BS, Finance, New York Institute of Technology, NY, NY

Interests

  • Spending time with my daughters - Amanda and Michela
  • Playing Tennis (doubles and singles) - Periodic Matches with Clients
  • Playing Softball - Town League (recreationally)
  • Martial Arts/Muay Thai - Participate and Teach
  • Wine Enthusiast - Collector
  • Vacationing - Enjoy all water sports
  • Volunteering and Supporting Local Community and Charity Events

Community participation

For our support of military veterans and their families, Ameriprise is honored to be recognized as a Yellow Ribbon Company* and a Military Friendly® Employer.

* As of Oct. 28, 2015, Beyond the Yellow Ribbon recognizes Ameriprise as a Yellow Ribbon Company.”

Awards & recognition

  • Five Star Wealth Manager, 2016-2017, 2019
  • Ameriprise Circle of Success, 2003-2018
  • Ameriprise Hall of Fame, 2014
  • Ameriprise Diamond Ring Club, 2003-2004