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

  • Tax Planning Strategies
  • Investments
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Psychology - Michigan State University, 2014
  • Masters of Business Administration - University of Wisconsin Eau Claire, 2019

Interests

Cooking: Coming from Italian ancestry, it is only fitting that feeding people is one of my favorite things to do! I enjoy learning all types of cuisines and techniques and sharing the spoils with family and friends.

Reading: Thriller, adventure, mystery, romance, autobiography – you name it, I will read it!

Sports: Avid watcher and once player, sports have always been one of my favorite pastimes. I do quite a bit of golfing in the summer and play in our community volleyball league throughout the year.

Community participation

Tom Johnson Memorial Golf Committee

Previous experience

  • Accountant and Tax Preparer for Fittante & Colenso CPA PC, 2014 - 2018