Advisor profile


My approach

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 Planning Strategies
  • Domestic Partner Planning
  • Small Business
  • Investments
  • Charitable Giving
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • ChFC® Chartered Financial Consultant®
  • CASL® Chartered Advisor for Senior Living®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, Radio, TV & Film, Calif. State Univ. Northridge, 1984

Interests

  • Sailing -- coastal cruising. I've sailed the Northeast from the New York Harbor to Cape Cod and Boston.
  • Running -- especially in warmer months I love to get out and go jogging.
  • Motorcycle riding -- I own a touring bike and take trips around New England.
  • Playing music -- piano and guitar & learning to play banjo. I play electric 12-string in a band.
  • Cooking -- kind of a hobby, I enjoy creating good food for others to enjoy.
  • Backyard farmer -- I love being able to grow my own food! What a concept!

Community participation

  • Member of the California State University Northridge Alumni Association

Awards & recognition

  • Protect. Grow. Give.®, RiverSource Life Insurance Co. of New York, 2013

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.