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

  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Investment Management
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA SERIES 7, 63, 66 31

Education

  • B.A. Rutgers University; New Brunswick, NJ

Interests

I keep busy raising and spending time with my two teenage daughters and pre-teen son. Most weekends are spent traveling southern California supporting my daughter's travel softball endeavors. When I do have leisure time, I enjoy the local wine country, hiking nearby trails and traveling.

Community participation

Feeding America; Assisting with coaching my children's youth athletic teams

Previous experience

  • Vice President, UBS Financial Services Inc., 2010-2019
  • Vice President, Morgan Stanley, 2001-2010
  • T.D. Waterhouse, 2000-2001