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 Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • BS 1979 Business Administration, Rochester Institute of Technology
  • Rochester, NY

Interests

  • Boating on Irondequoit Bay and Lake Ontario
  • Skiing at Bristol Mountain and Vermont
  • Yard Landscaping
  • Kanasas City Barbeque Society (KCBS) Master Certified Barbeque Judge (MCBJ) and Certified Table Captain (CTC)
  • Bicycling around Webster
  • Attending Classic Car Shows
  • Present owner of a 1965 Ford Mustang, 1968 Buick Electra 225 Custom, and 1995 Chevrolet Camaro
  • Previous owner of a 1964 Ford Thunderbird, 1974 Lincoln Continental Mark IV, 2000 VW New Beetle and 1995 Cadillac Fleetwood Brougham
  • Traveling