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.

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

Areas of focus

  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Insurance
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business


  • RFC® Registered Financial Consultant


  • MBA - Roth Graduate School of Business; LIU, C.W. Post Campus
  • Bachelors of Science in Accounting - LIU, C. W. Post Campus

Awards & recognition

  • Ameriprise Circle of Success, 2020-2023
  • Tong, Alster, Tong & Associates, Ameriprise Client Experience Award, 2023

Professional associations

  • Association for Financial Professionals

Previous experience

  • Executive Managing Director, Camjoy Development Corp. 2000 - 2004
  • American International Group, Director of International Treasury & Cash Management, 1996 - 2000
  • American International Group, Associate Director & Regional Treasurer, in Hong Kong 1994 - 1996

Community participation

  • Parkinson's Unity Walk Foundation:
  • Ascent School For Autism - Sponsor for their annual Golf Outing
  • Relay for Life - American Cancer Society - Proud Sponsor
  • Ronald McDonald House - "Meals From the Heart" Program
  • Long Island Cares Inc.-The Harry Chapin Food Bank
  • Island Harvest-A Food Bank for Long Island
  • Seatuck - Conserving Long Island Wildlife


Golf - my passion for the game has given me opportunities to participate in numerous Charitable events.

My Grandchildren - their activities keep me active as a spectator and "cheerleader."

Reading Financial Publications - the knowledge I gain assists me in helping my clients to live their dreams.

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.