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

  • Estate Planning Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Investments
25
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

  • College of Financial Planning CFP Professional Education Program 1997
  • Graduate Studies Rochester Institute of Technology Marketing 1980-1986
  • Bachelor of Arts Accounting William Patterson College 1979

Interests

I enjoy; Cooking, Collecting LLadro porcelain figurines, as well as Pencil, Oil,& Acrylic Artwork, Football, Golf, visiting my daughters in Baltimore & Tampa and Relaxing on a Caribbean Beach.

Charitable Activities:American Bladder Cancer Society, Breast Cancer Coalition of Rochester, George Eastman Museum, GEVA Theatre, Heritage Christian Services, National Education Alliance for Borderline Personality Disorder, National MS Society, Rochester Broadway Theatre, Rochester General Hospital, Rochester Institute of Technology, University of Rochester Medical Center, and the YMCA.

Community participation

Webster Chamber of Commerce

Financial Planning Association of Greater Rochester