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 Income Strategies
  • Investments
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Charitable Giving
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor® (CRPC)

Education

  • Montclair State University - Bachelor's Degree

Interests

  • I love to travel. New Zealand, Australia, France, Spain, Italy, Indonesia, Morocco, Zambia, England, Brazil, Japan, Zambia, China, Peru, Dominican Republic, Bermuda, Croatia, Guatemala, Mexico, Canada, and Ethiopia.
  • I enjoy cooking with my wife.
  • I love New York sports teams, movies, reading, history & music.
  • Favorite thing to do is spending time with family & friends.

Community participation

  • Habitat for Humanity
  • King's Kid's Youth Program
  • Soup Kitchens
  • Bible Studies with Jacksonville Chapel & Emergence in Totowa.