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

  • Tax Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Insurance
  • Investment Management
  • Family Finances
  • Estate Planning Strategies
  • Retirement Income Strategies

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7 & Series 66 Licensed

Education

  • University at Buffalo, BS, 2014

Interests

I have run 5K's, 10K's, Half Marathons, and a Triathlon Sprint. Also competed in Tough Mudders and have conquered New Jersey, Upstate New York, Philadelphia, and Long Island.

Traveling is very important to me. Some noteworthy visits are Ireland, Scotland, Mexico, Jamaica, Liverpool, and California. I've enjoyed simple trips to Florida, Atlanta, and Charleston as well.

I enjoy going to the gym or Orange Theory and Golfing in the right weather. Once in awhile I will go hiking or rock climbing upstate, but Trivia Nights in Patchogue Village are just as fun.

Anything involving family and friends is most likely what I fill my free time with.

Community participation