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.


Interests

I enjoy playing hockey and follow the NJ Devils.

I love spending time with my five children who are soon to graduate high school and in college at Georgia Tech.

I travel to the Jersey shore(Ortley Beach) frequently during the summer with my family.

I spend time as a hobby building and repairing homes.

Community Participation

- I volunteer my time every at Toys for Tots by donating toys to kids in our community. Toys for Tots brings the joy of the holidays and sends a message of hope to America's less fortunate children.

- Ameriprise Day of Service, Volunteer.

29
Years of Experience ?

Areas of Focus

  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Intergenerational Planning
  • Estate Planning Strategies
  • Investments
  • Business Retirement Plans
  • Investment Management
  • Social Security Retirement Benefits
  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Small Business

Previous Experience

  • Senior Vice President, Financial Advisor- RBC Capital Markets, March 2002 - November 2017
  • Financial Advisor, Tucker Anthony Inc., August 2000 - March 2002
  • First Vice President, Financial Northeastern Securities, September 1990 - August 2000

Files for Download

My Videos(7 videos)

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