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 Planning Strategies
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 63, 31
  • Life, Accident & Health Insurance

Education

  • Bachelors of Science, Pre Med - Mount Saint Mary's College

Interests

  • Family Outings
  • Sailing
  • Tennis
  • Golf
  • Scuba Diving
  • Gardening
  • Cooking

Community participation

Volunteer at the Mary Brennan Inn, Hempstead, NY

Professional associations

  • Hauppauge Industrial Association

Previous experience

  • Morgan Stanley, Financial Advisor, 1998 2001
  • Keyes Company Realtors, Licensed Broker, 1978 - 1998