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

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Employee Stock Options
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • CRPC®, College for Financial Planning, 2007
  • B.S. Finance, University of Alabama in Huntsville, 2005
  • Parsippany High School

Interests

  • Bible Study & Church
  • Sports - Football, Basketball
  • Spend time with Family and Friends
  • Camping & Fishing

I am also fluent in Chinese.

Community participation

  • Grace Community Chapel
  • Community FoodBank of NJ
  • ForeFront

Awards & recognition

  • Five Star Wealth Manager, 2013-2019