Advisor profile


Build confidence in your financial future

Do you know where your financial future stands? Ameriprise’s 3-Minute Confident Retirement ® check can help you gauge your retirement readiness and see how your financial confidence compares to others. Let’s talk about how we can help you set and reach your financial goals for today and tomorrow.

To get started, request a complimentary initial consultation.

Areas of focus

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Executive Compensation and Benefit Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7 - General Securities Representative Examination
  • Series 66 - Uniform Combined State Law Examination
  • Life and Health Insurance

Education

  • BS Business Administration, Marketing, University at Buffalo, Buffalo, NY 2008

Awards & recognition

  • Lionheart Wealth Management, Ameriprise Client Experience Award, 2022-2023

Honored to receive recognition

All of us at Lionheart Wealth Management are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Lionheart Wealth Management team and the great experience we work so hard to provide for our clients every day.

Community participation

PTA Co-Treasurer