Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Estate Planning Strategies
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Accounting, Finance
  • Fairfield University
  • Fairfield, CT

Interests

  • Long Distance Running
  • Hiking
  • Golf
  • Wine Tasting
  • Art Galleries
  • Travel

Community participation

  • Current Member and Past Treasurer (2004-2008) for the Nutley Free & Accepted Masons
  • Ameriprise Day of Service, Volunteer

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018, 2020
  • Five Star Wealth Manager, 2017
  • Ameriprise Circle of Success, 2009-2019