Advisor profile


What you can expect when you work with me

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.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Insurance
  • Investment Management
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Small Business

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • CDFA® Certified Divorce Financial Analyst
  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • Bachelor of Science, United States Coast Guard Academy, New London, CT
  • Master of Business Administration, Seton Hall University, South Orange, NJ

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015, 2017 - 2024
  • Mindful Wealth Management, Ameriprise Client Experience Award, 2020-2022

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award!

This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Interests

  • I enjoy traveling, the theatre, and sporting events.
  • Spending quality time with my family.

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.