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

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Small Business
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFS® Certified Fund Specialist
  • CMFC® Chartered Mutual Fund Counselor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • AWMA® Accredited Wealth Management Advisor℠
  • Series 7, 63, Life, Accident & Health Licensed

Education

  • BA, Finance and Marketing, SUNY Albany 1999

Interests

I enjoy spending time with my son Max, my daughter Stella, and my wife, Kelly.

Our little family, including our three doges and two cats, are extremely spoiled with the gourmet cooking that we do over the weekends!