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 Income Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Investments
  • Insurance
21
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, 2015-2018
  • Ameriprise Circle of Success, 2005-2009, 2011-2017