Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our 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.

Feel confident about your financial future.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
40
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Science, Criminal Justice degree, Western Connecticut State University, Danbury, CT

Interests

volunteering, hiking, motorcycle riding, woodworking

Community participation

Hilltop Farms: Volunteer

  • Hilltop Farms

Awards & recognition

  • Five Star Wealth Manager, 2016, 2017, 2018

Professional associations

  • Central Connecticut Business and Estate Planning Council