Advisor profile


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.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
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
  • ChFC® Chartered Financial Consultant®
  • APMA® Accredited Portfolio Management Advisor℠

Education

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

Interests

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.

Awards & recognition

  • Ameriprise Circle of Success, 2012, 2013

Previous experience

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