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

  • Retirement Planning Strategies
  • Insurance
  • Saving for Education
  • Domestic Partner Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Charitable Giving
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CLTC® Certified Long Term Care®
  • Series 7, 63, and NY State Life, Accident and Health

Education

  • BS, Utica College of Syracuse University, Utica, NY, 1988

Interests

Avid sports fan, especially the Syracuse Orange basketball team. I enjoy trivia, history, golf and darts. I have been married to my wife Karen since 1994; we have two sons, Colin and Kyle, and two dogs, Wyatt and Tucker.

Community participation

  • Richard Mann Elementary School: Partners in Educations committee
  • Walworth Recreation Coach
  • Penfield Little League Coach
  • Gananda Dollars for Scholars

Awards & recognition

  • Mercury Award, 1999
  • Named to Forbes Best-in-State Wealth Advisors, 2019