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 Income Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Investments
  • Insurance
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Rutgers University, School of Business, Bachelor of Science, 1998

Interests

Among my many interests the one I enjoy most is my career as a financial advisor. I am passionate about what I do and find it rewarding to be a positive force in my client's lives. However, in an effort to maintain a balance between mind and body I enjoy exercising daily which includes weight lifting, Kickboxing and Mixed Martial Arts. As a former Junior Olympic Gold Medalist of Tae Kwon Do I know the importance of keeping your body in shape. When I really want to relax I think their is no better choice than traveling. Finally my other interests include playing the saxophone, taking dancing lessons, and appreciating the performing arts.

Community participation

Junior Achievement

HISPA - Role Model

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2015-2021
  • Ameriprise Circle of Success, 2005-2009, 2011-2020

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.