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
26
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
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 and 63
  • Insurance Licensed

Education

  • Bachelor of Science in Business Administration, University of Hartford, 1993

Awards & recognition

  • Siena Wealth Advisory Group, Ameriprise Client Experience Award, 2020-2021

Professional associations

  • University of Hartford Alumni
  • Property Professionals of NY
  • East Meadow Chamber of Commerce

Community participation

National day of service.

Interests

Family, Tropical and salt water fish tanks and tennis.