Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Investment Management
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Intergenerational Planning
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Charitable Giving
36
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