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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Charitable Giving
  • Cash Flow Management Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Women's Financial Strategies


  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CLTC® Certified Long Term Care


  • Bachelor of Science Political Science, Southern Connecticut State University 1998
  • Bachelor of Science History, Southern Connectitcut State University 1998
  • Honor College, Southern Connecticut State University 1998

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019-2023
  • Ameriprise Circle of Success Diamond Ring, 2019
  • Five Star Wealth Manager, 2012-2023
  • Root, Borajkiewicz, Lucarelli Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success, 2007, 2009-2023
  • Ameriprise Chairman's Advisory Council, 2006

Honored to Receive Recognition

I’m honored to announce I’ve received a 2023 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

I am President of the Woodland High School Basketball Booster Club.

I am volunteer of the Southern Connecticut State University Alumni Association. In the past I have served as President and Treasurer.

I am Chairman of the Southern Connecticut State University Foundation.

I was a member of the Region 16 Building Committee project. In the last five years we have completed the construction of a new K-5 elementary school, renovation of Laurel Ledge Elementary and the construction of a permanent regional district office.


I enjoy golf, fishing, coaching my twin's basketball team, traveling to Vermont and spending 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.