Advisor profile

What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving


  • ChFC® Chartered Financial Consultant®
  • APMA™ Accredited Portfolio Management Advisor™


  • Fordham University, Graduate School of Business, M.B.A. 2004
  • Cornell University, Bachelor of Science, School of Engineering 1991

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2013, 2021, 2023

Professional associations

  • Long Island Accountants & Financial Planners Network

Previous experience

  • Manager/Engineer, General Electric Corporation, 1986-1997

Community participation

While I would love to be a person volunteering my spare time to help others, being a caregiver is not a job anyone ever sees themselves taking on.

I simply have no words for how thankful I am for Memorial Sloan Kettering Cancer Center and all of the doctors, nurses and staff. Please help my wife Allison and I support them if you can.

  • Memorial Sloan Kettering Cancer Center


When not in the office I enjoy spending time with my amazing wife Allison exploring all that Long Island has to offer. From wine tasting at the North Fork Vineyards and taking rides to Freeport's Nautical Mile on our Harley Davidson and Surfcasting for Striped Bass with our beach truck out in Montauk we are always on the go. Summer days usually involve a pair of backpacks, paperbacks and a hunt for deserted beachfront on Fire Island. Over this past year I have developed a true love for running outdoors and I can often be found in the early morning hours somewhere between Cedar Park and Jones Beach on the Ellen Farrant Memorial Bikeway.

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.