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

  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Small Business
  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Insurance
35
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

Education

  • B.S., Finance, Southern Connecticut State University, New Haven, CT

Interests

  • Travel
  • Sporting Events
  • Soccer
  • Spending time with the family

Community participation

Proud Sponsor of Hope Hospice, Leukemia & Lymphoma Society and The Children's Hospital of Southwest Florida.

Volunteer for Fort Myers High School Band Booster Club.

Awards & recognition

  • Five Star Top Wealth Manager, 2013-2017

Previous experience

  • Summit Brokerage Services, Inc, 2011-2016
  • Commonwealth Financial Network, 2006-2011
  • UBS Financial Services, Inc, 2000-2006
  • Pruco Securities Corporation, 1985-2000