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
  • Estate Planning Strategies
  • Saving for Education
16
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℠
  • RICP® Retirement Income Certified Professional®

Education

  • BS, Business Finance, Adelphi University, Garden City, NY

Interests

  • Traveling
  • Baseball
  • Football
  • Spending time with family and friends

Community participation

  • Long Island Advancement of Small Business, Board Member
  • Long Island Connects, President
  • Right Start Foundation, Board Member

Awards & recognition

  • On Wall Street’s Top 40 Advisors Under 40 , 2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Forbes Top Next-Generation Wealth Advisors, 2018
  • Ameriprise Circle of Success, 2012-2018