Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
26
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
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of B.A., Accounting, PACE University, White Plains, New York 1987-1989
  • Clarkstown High School South, New City, New York 1981-1985

Interests

Family update:

Justin is graduating from the University of Portland, where he has been the Editor in Chief of the school newspaper for the last year. He was recently accepted into the Columbia University school of Journalism Masters Program.

Jordyn continues to excel as a news producer at KOMO in Seattle. She recently received her first TWO Emmy Award nominations for stories she covered in 2020. A week after that, she got engaged.

Nicole just graduated from the University of South Florida with her degrees in English and Mass Communications. She is now looking for a job to begin the next phase of life.

Awards & recognition

  • Ameriprise Circle of Success, 2009, 2018, 2019, 2020

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.