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 spending time with my family, especially my 4 grandchildren and attending their sporting events. I am a rollercoaster enthusiast and love traveling especially to beaches. I love to cook, go camping and have backyard barbeques.

Community Participation

Mechanicville Stillwater Elks Lodge - Lodge #1403 www.elks.org

Alzheimers Association - Walk to End Alzheimers - fundraising www.alz.org

Italian Fraternal Society - Ladies Auxiliary (no website - local organization)

1) Annually sponsors multiple families for "Adopt-a-child" for Christmas

2) Donates annually to Back-to-School backpack program

3) Fund drive for the local food banks at Thanksgiving

25
Years of Experience ?

Client Satisfaction 5.0 out of 5 rating based on 2 reviews 100.0

Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies

Education

  • Siena College - Loudonville, NY- Business & Finance, 1982
  • Hudson Valley Community College - Troy, NY - Business Admin., 1980

Previous Experience

  • Edward Jones Investments in Clifton Park,NY, serving the serious longterm investor, 1999-2019
  • Alvest Financial, financial advisor building wealth of high net worth clients & Small Business Owner, 1997-1999
  • Merrill Lynch as financial advisor of high net worth individuals, 1994-1997
  • Key Trust Co as VP of securities trading and portfolio manager of Victory NY & Nat'l Tax Free Fds, 1981-1994