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
  • Estate Planning Strategies
  • Charitable Giving
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Excelsior College, Bachelor of Science, Liberal Studies, 1983-1987.

Community participation

-Toys for Tots

-Saint Peter's Haven

-Law Enforcement Appreciation Day

Previous experience

  • Certified Financial Planner, Purshe Kaplan Sterling Investments., 2015-2016
  • Certified Financial Planner, Royal Alliance Associates, Inc., 1994-2015
  • Financial Planner, The Lincoln National Life Insurance Company, 1994-1995
  • Financial Planner, New England Securities, 1989-1994