Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Saving for Education
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CFS® Certified Fund Specialist

Education

  • Bachelor of Science, 1990, Marketing/Finance Canisius College, Buffalo NY

Interests

  • I enjoy spending time with my family
  • Golfing
  • Biking
  • Reading
  • Traveling
  • Wine

Community participation

Board Member, Canisius College Board of Regents

Board Member of CAMBA in Brooklyn, NY.

Member of Greater NY Home Furnishing Assocation

Awards & recognition

  • Ameriprise Circle of Success, 2006-2008, 2013-2016