Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

  • CFS® Certified Fund Specialist
  • Series 7 licensed - General Securities Representative
  • Series 66 Uniform State Exam
  • Life and Health Insurance Licensed

Awards & recognition

  • Ameriprise Circle of Success, 2005, 2007, 2011-2015, 2018-2023

Professional associations

  • Financial Planning Association of New York

Community participation

I feel passionately about helping those in need. I have participated in and sponsored various fund raisers that either I or my clients are involved in.

Interests

  • I am married and have 2 children.
  • We enjoy the beach and travelling.
  • I am also a musician and play in a band.
  • I enjoy biking, racquetball, golf and martial arts.