Advisor profile


We care about what’s important to you

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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Investments
23
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℠

Education

  • Bachelor of Science Finance, Empire State University, New Paltz, N.Y.

Interests

As the proud father of Reilly, Nia, Tamirat and Demisse most of my leisure time is spent with them and my wonderful wife Joy.

I enjoy running, cycling and swimming. I frequently participate in 5K, 10K, Spartan races and triathions. Occasionally I will attempt a round of golf, enjoy vacationing on the beach and every Sunday in the fall I can be found passionately supporting my green and white team. Go Jets!

Community participation

    I am a member of the Italian Center of Poughkeepsie and the Dutchess County Regional Chamber of Commerce. I am a Foundation Board Member for the Empire State Collect of New York and a Board Member and Treasurer of The Sherman Foundation.

Awards & recognition

  • Ameriprise Circle of Success, 2003-2012
  • Ameriprise Chairman's Award, 2013
  • Ameriprise Diamond Ring Club, 2015
  • Forbes Best-in-State Wealth Advisors, 2021

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.