My primary responsibility is to assist and guide clients in creating suitable strategies for their financial futures. With over 25 years of experience in the financial services industry, including roles on Wall Street and with the Federal Reserve Bank, I bring a broad depth of knowledge to help individuals, families, and businesses pursue their financial aspirations. I’m now directing my efforts toward helping clients prepare for Medicare and providing them access to Medicare Supplement products.
My journey in the world of finance began after obtaining a Bachelor of Arts in History from Hobart College. During my early career on Wall Street and through my experience with the Federal Reserve Bank, I developed a deep fascination for the intricacies of finance. I realized that everything from politics and economics to education and healthcare is influenced by the financial landscape. Since then, I have dedicated my career to helping others work toward their financial goals and objectives, knowing that by doing so, I can make a positive difference.
What motivates me is the opportunity to impact lives and future generations through the thoughtful application and use of financial services and products. As a Financial Advisor, I believe the greatest values I can provide for my clients are honesty and experience. Building trust and maintaining transparent communication are essential to developing long-lasting relationships.
Registrations held through Ameriprise Financial Services, LLC: Series 7, and 66.
Registered for Securities in the following states: AL,AZ, CA, GA, ID, KS, KY, MI, NV, NY, SD, TX, WA and WY.
Ameriprise Financial cannot guarantee future financial results.