Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education
  • Insurance
8
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
  • CRPC® Chartered Retirement Planning Counselor℠
  • Series 7, 66
  • Life, Accident and Health Insurance
  • CA Insurance License #0K16669

Education

  • BFA, Theatre Performance, University Of Michigan, Ann Arbor, MI, 2008

Interests

I am a die hard Chicago sports fan having grown up in the nearby suburbs. There was nothing quite like growing up in the Michael Jordan era as a Bulls fan, to see that greatness day in and day out. I'm also a proud Michigan Wolverine. I am quite competitive, especially when it comes to the fantasy baseball and football world. I am in the same baseball league 10 years running and it has been a great way to stay in touch with friends and keep the competition alive. One of my biggest passions is travel; I itch to visit a new country ideally once a year. When I reflect on where the majority of my time is spent, it is most definitely with family.

Community participation

-Participate in Ameriprise National Day of Service

-Volunteer at the Boys & Girls Club of Paterson and Passaic in New Jersey

Awards & recognition

  • Ameriprise Client Experience Award, 2020

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.