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

  • Retirement Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Family Finances
  • Charitable Giving
  • Tax Planning Strategies
  • Business Retirement Plans
  • Intergenerational Planning
  • Investment Management
  • Saving for Education
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7
  • Series 63
  • Life and Health
  • Long Term care partnership
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist

Education

  • BA, Finance & Economics, New York Institute of Technology, Old Westbury, NY

Interests

  • I enjoy playing the guitar and soccer.
  • Music is a passion of mine.

Community participation

Financial Planning Day

  • Financial Planning Day

Professional associations

  • Financial Planning Association