Advisor profile


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

  • Retirement Planning Strategies
  • Small Business
  • Investments
25
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
  • Master of Business Administration

Interests

I am an avid sports fan and I especially enjoy basketball, baseball, golf and soccer. I enjoy watching professional basketball and ocasionally attend New York Knicks games at Madison Square Gardens. I also attend New York Yankee games a few times per year.

In addition to my love for sports I enjoy reading. I am a member of a local area bookclub that meets 4 to 5 times per year to discuss various books. We read various non-fiction titles and on some ocassions, even a few fictional titles.

Community participation

I volunteer monthly at my local church's men's breakfast. I also volunteer annually at the local food bank sorting food; and homeless shelter preparing meals.

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.