Advisor profile


My approach

The cornerstone of my philosophy is to know the client. By listening and helping clients assess their needs, my team and I work to develop a customized financial plan. This philosophy recognizes that each client has unique circumstances. Gathering information, listening carefully, and understanding the client’s situation is the foundation of every decision we will make together.

23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Tax Planning Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Business Retirement Plans
  • Social Security Retirement Benefits
  • Intergenerational Planning
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • CDFA® Certified Divorce Financial Analyst
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • State University of New York at Albany, BS Psychology, 1994-1998

Awards & recognition

  • Brightside Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2024
  • Five Star Wealth Manager, 2023
  • Ameriprise Circle of Success, 2017-2023
  • Ameriprise Client Experience Award, 2021 & 2022

Community participation

I believe in giving back to the community. Helping others in their time of need is the most fulfilling aspect of my life and career. Giving of oneself with no hope for anything in return is how we make the world a better place.

Interests

  • Shanti and I have been married since 2012 and my son, Noah, was born during the big Colorado flood of 2013.
  • We live in Niwot, Co. I'm originally from Long Island, New York and Shanti is a Boulder, CO native.
  • Deepsea fishing is one of my biggest passions
  • I've had season tickets to the CU Buffs for almost 20 years and love to tailgate before each game.
  • I am huge fan of the NY Giants although that's been pretty hard the last several years.
  • I love to go to live music, especially Bluegrass and Jam Bands.

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.