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
  • Family Finances
  • Wealth Preservation Strategies
  • Investments
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Insurance
  • Estate Planning Strategies
  • Tax Planning Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

Family, Tropical and salt water fish tanks and tennis.

Community participation

National day of service.

Professional associations

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