My Approach

Putting clients first; it's what I do

Ameriprise earned Hearts & Wallets Top Performer recognition in several categories, including:

  • “Understands me and shares my values”
  • “Explains things in understandable terms”
  • “Has defined, repeatable processes for producing results”
  • Has “knowledgeable, timely and tactical” investment ideas

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.

Community Participation

I've mentored students of Baruch College for years and what appeared to be a next step, I've decided to accept my nomination for the board of Bottom Line, a non-profit organization. The nomination was not only an honor but a means for me to be able to give back in a more magnified fashion. Bottom Line helps low-income and first-generation-to-college students get to and through college. Bottom Line is committed to building strong connections with students, providing them with individual support, and ensuring they have the guidance they need to persist and earn a college degree.

https://www.bottomline.org/content/new-york-city-leadership

23
Years of Experience ?

Areas of Focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Retirement Planning Strategies

Education

  • Bernard M. Baruch College, Bachelors of Business Administration, New York, NY

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.

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