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

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 Life, Variable and Long Term Care Insurance

Education

  • Rutgers University, Masters in City and Regional planning
  • University of Washington, Bachelor of Science in Forest Management (Forest Protection Option)

Interests

Backpacking though out America.

Member of United States Chess Federation.

Published Author: "Greatest Hits" a retrospective of forty-five years of prose and poetry.

Community participation

Deputy Director of Riverside Renaissance Movement (Community Development Group).

Member of Association of Rhode Island Authors.

Professional associations

  • American Institute of Certified Planners