Advisor profile


My approach

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Chartered Retirement Planning Counselor (SM), 2006
  • Series 7
  • Series 66

Education

  • Marist College 1988-1992
  • B.A. Behavioral Sciences

Interests

  • I appreciate spending quality time with family & friends - a key to balancing my life.
  • I take on DIY projects at home and teach my son the value of hard work and effort.
  • I'm a fan of professional baseball and love taking my son to a few games every year.
  • Clamming on Cape Cod has become a new, fun summertime tradition for my family.
  • I enjoy experimenting on the grill and making chili has become a new hobby.
  • My wife and I have a renewed interest in health & nutrition.

Community participation

  • Supporter of Paws & Claws Animal Rescue
  • Member and supporter of The Williams Syndrome Association
  • Supporter of Special Olympics CT
  • Supporter of Trumbull Pisces Swimming Association
  • Recipient of The Connecticut Association of Schools Volunteer Recognition Award, 2016

Awards & recognition

  • Five Star Wealth Manager, 2012, 2013, 2014, 2015, 2016
  • Ameriprise Circle of Success, 2007,2008